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Bits and Bytes in Your Estate Plan
Technology has brought us various conveniences and efficiencies—but have you thought about how it could affect your legacy and beneficiaries?
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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.
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Generation Z: Different Values, Behaviors, and Perspectives
If you are among the latest generation entering adulthood known as Generation Z, here are some important considerations to keep in mind at this early stage of your financial life.
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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.
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Avoid Getting Scammed
Thousands of new scams emerge every year. Follow these best practices to help protect yourself and your family.
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9 Janney Financial Advisors Named Barron’s Top 1,200 State by State Advisors
Prestigious recognition represents commitment to comprehensive wealth management experience
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Duggan Faires Investment Partners Joins Janney in Atlanta
The addition expands the firm’s presence in Atlanta.
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An Important Update on Social Security Benefits
The Social Security Fairness Act was recently signed into law, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).
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Getting Your Company Ready for Sale
Planning the retirement for a business owner is significantly more complicated than planning the retirement of an employee.
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6 Tips for Retirement Literacy
A recent Federal Reserve survey reported that 28% of non-retirees do not have any self-directed retirement savings*.
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Don’t Overlook This Hidden Retirement Risk
After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.
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Retirement Planning for Women
Navigating the world of personal finance and investing can feel overwhelming to most people—and gender may further affect your financial experiences and situation. Here’s some of the unique considerations women often face, and how you can take control by planning for your financial future.
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How Janney Provides Simplicity and Security for Your Finances
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). Here are the solutions we provide.
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A Family Conversation on Estate Planning
While having a family conversation about your estate plan may be uncomfortable, it 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.
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Choosing a Corporate Trustee
You've decided that a trust will help you accomplish your financial goals. Is a corporate trustee right for you?
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The Importance of “What if” Planning
There is a basic rule that applies to personal finance: plan ahead. But “what if” planning can provide security and preparedness when the unexpected occurs.
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How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
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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 help determine if you need it, and if you do--what solution best fits your needs.
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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 to fund the cost of higher education.
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Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
