Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Protecting Your Business: The Importance of Insurance

    Robert Wheeler August 5, 2024

    The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

  • Making a Charitable Gift? Consider a QCD

    Jack Cintorino August 5, 2024

    If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether a Qualified Charitable Distribution (QCD) could be a fit for your charitable donation.

  • Insurance Solutions at Janney

    August 5, 2024

    Janney offers a variety of insurance solutions to help meet your individual needs and preferences. It’s important to understand the key characteristics of the basic types of life insurance policies to understand which options best fit your unique circumstances.

  • 6 Tax Planning Opportunities Before the TCJA Sunsets

    July 22, 2024

    The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to the individual tax code. However, it’s slated to sunset at the end of 2025. What might this mean to you as an individual taxpayer?

  • Make Long-Term Care a Part of Your Financial Plan

    Kevin Scaltrito July 22, 2024

    Many Americans underestimate the risk of outliving their financial resources in retirement, or perhaps experiencing economic hardship stemming from large, unanticipated health and long-term care costs later in life. Long-term care should be addressed as part of your financial plan so you’re prepared for what life may bring.

  • Should You Consider A Roth Conversion?

    Jay Guyer July 22, 2024

    It's best practice to regularly take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a Roth Conversion and how to determine if it’s the right move for you.

  • Navigating your Medicare Options

    Jay Guyer June 14, 2024

    By understanding your Medicare eligibility and coverage, you will likely be in a better position to navigate the options that will best address your needs.

  • Discover Generous New Tax Credits for Start-Up 401(K) Plans

    Les Risell June 14, 2024

    Establishing a retirement plan is a great way for employers to save for retirement and attract and retain valued employees. Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions. In fact, the tax credits may offset most or all plan costs over the first three years!

  • Which Programs Should You Consider to Cover Health Care Costs?

    Jack Cintorino May 30, 2024

    With health care fees climbing, identifying a few ways to help meet those surging costs may provide you with peace of mind.

  • Leave a Larger Legacy Using IRA (RMD) Maximization

    May 30, 2024

    If you don’t require the income from your annual IRA required minimum distributions (RMDs), you can reposition these distributions more tax-efficiently—and create more wealth for your heirs.


Article Authors

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC