-
Getting Your Company Ready for Sale
Planning the retirement for a business owner is significantly more complicated than planning the retirement of an employee.
-
6 Tips for Retirement Literacy
A recent Federal Reserve survey reported that 28% of non-retirees do not have any self-directed retirement savings*.
-
Things to Consider When Selling a Family Business
Selling a family business is a significant process that is impactful in numerous ways. It can represent the start of a well-deserved retirement and the culmination of years of work.
-
Which Type of Special Needs Trust Is Right for You?
There are two types of Special Needs Trusts (SNTs): first-party and third-party SNTs. Which type makes the most sense for you to use depends upon whose property is funding the SNT.
-
Janney Earns Great Place to Work Certification for Second Consecutive Year
The certification recognizes employers that create an outstanding workplace experience.
-
10 Janney Financial Advisors Named Forbes Best-In-State Next-Gen Wealth Advisors
Recognition exemplifies commitment to offer the highest standard of success in financial relationships.
-
Can You Benefit From a Qualified Personal Residence Trust?
If you are planning your estate and realize that your primary or other residence significantly impacts the total value of your estate, leveraging a qualified personal residence trust (QPRT) could help reduce exposure to taxes.
-
Janney Welcomes Experienced Managing Director to Investment Banking Team
He joins the firm with over 15 years of industry experience.
-
A Family Conversation on Estate Planning
While having a family conversation about your estate plan may be uncomfortable, such dialogue can help avoid surprises, lead to better financial planning, and help you develop a long-lasting family legacy. Here’s how to get one started.
-
Tax Deferral Strategies for Employer Stock in a Qualified Retirement Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
-
Choosing a Corporate Trustee
If you have determined that setting up a trust will help you accomplish your financial goals, the next step includes choosing your trustee—and if you choose a corporate trustee—deciding what capacity you want this trustee to serve.
-
Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
-
How Janney Provides Simplicity and Security for Your Finances
In light of continual financial uncertainty, it’s natural to have heightened interest or concern around the security of your assets, and the specific protections Janney has in place for your account(s).
-
Prevent Identity Theft
Identity theft is when someone steals your personal information to commit fraud. Here is a checklist of some steps you can take to help from becoming a victim.
-
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs.
-
Why Use Life Insurance in Estate Planning
Life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.
-
AdvisorHub Names 10 Janney Financial Advisors as Advisors to Watch
Janney Financial Advisors were recognized in four separate categories.
-
How to Prepare to Fund the Cost of College
As the cost of college continues to rise, proper financial planning is essential to saving enough—in a way that best suits your circumstances—to fund the cost of higher education.
-
Janney Served as Sole Manager for a $6.005 Million General Obligation Bond Issue for Deer Lakes School District
-
Janney Served as Capital Markets Advisor in NET Power's Merger with Rice Acquisition Corp. II