Protecting My Assets

Wealth isn’t a goal, it’s merely a means to an end — providing for and ensuring the well-being of those you love. From funding your children’s education to realizing your dream retirement and still leaving a lasting legacy, a Janney Financial Advisor can help preserve your wealth for its intended purpose.


According to the National Council on Aging, there were 92,371 older victims of fraud resulting in $1.7 billion in losses in 2021. 

 

 

Things to consider

Wealth provides you with the means not only to live life to the fullest, but to meaningfully impact the lives of others, whether by alleviating the financial worries of your next generation or helping those in need.

A notebook and pencil

Plan for healthcare costs

Don’t let a major health event erode your savings. Review your Medicare election options and consider long-term care insurance.

Two people networking

Transfer wealth tax-efficiently

An irrevocable life insurance trust (ILIT) may be one of the most tax-efficient ways to transfer your wealth to your heirs.

A calculator

Spend wisely and stay liquid

New retirees often struggle to balance increased spending in the first years of retirement. Use restraint and keep enough liquidity in case of a financial emergency.

A briefcase

Get organized

Make sure your financial documents, account numbers, passwords, and contacts are organized and safe, but accessible.

What to ask your Janney Financial Advisor

  • What’s an appropriate amount of investment risk given my age and goals?
  • What sort of long-term care coverage option would best meet my needs?
  • Do my beneficiary designations and trustees still accurately reflect my wishes?
  • How can I better protect myself from financial fraud?

 

 

 

 

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

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Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC