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The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
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Planning for Retirement: What You Should Be Doing Now
While retirement may seem like a distant dream, the decisions you make today can help shape the lifestyle, flexibility, and confidence you want in the future. A thoughtful plan can help you connect your current priorities with your long-term goals.
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Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
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A Smarter Legacy: How Life Insurance Strengthens Your Estate Plan
Life insurance can be a strategic tool to help preserve wealth, simplify estate settlement, and support the people you care about most.
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Building a Personalized Asset Allocation for Today’s Markets
A well-defined asset allocation is the foundation of any successful investment strategy. It shapes how your portfolio responds to market changes, balances risk and return, and ultimately helps you stay on track toward your long-term financial goals.
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Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
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Living In Retirement: Staying On Track & Making Your Assets Last
Retirement marks a new chapter—one focused on what matters most. Thoughtful planning can help you maintain your lifestyle, help ensure your assets last, and feel confident about the future. Below are key considerations to guide you.
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Is Your Buy-Sell Agreement Still Doing Its Job?
Business circumstances change over time. Reviewing your buy-sell agreement regularly can help ensure it reflects your current ownership structure, valuation, funding strategy, and long-term succession goals.
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Protect Yourself From Scams Targeting Retirees
Financial scams targeting retirees continue to rise—and staying informed is one of the most effective ways to protect yourself. Understanding how these schemes work can help you recognize red flags and avoid becoming a victim.
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The Janney Difference: A Personalized Approach to Financial Advice
At Janney, we believe exceptional financial advice is personal. We take the time to understand your life, goals, and values, and then align them with the right strategies and people to help you move forward with confidence. Here’s how we work with you. Plan for More with Janney:
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The Non-Qualified Annuity Stretch: A Tax-Efficient Distribution Strategy for Beneficiaries
For families navigating wealth transfer, this strategy can help preserve value, manage taxes, and provide flexibility for beneficiaries.
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Asset Location: A Key Consideration in Retirement Planning
When building an investment portfolio for retirement, most people tend to focus on what to invest in and the amount of each investment, commonly known as “asset allocation.” But where you hold those investments can prove to be equally important. That concept is called “asset location.”
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Helping You Plan for More: Why Tax Strategy Matters
Planning for more means looking beyond investments—it’s also about making other smart decisions. See how one couple used tax planning to reduce surprises and feel more prepared for retirement.
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Understanding Trump Accounts: The New Way to Save for Kids
“Trump Accounts” are a new type of tax-deferred savings and investment account for minors. Here’s how they work.
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Building a Tax Efficient Plan After a Major Distribution
Large distributions can create urgency—and require thoughtful decision making. See how a technology executive worked with a Janney Financial Advisor to help manage tax exposure, enter the market strategically, and incorporate long term giving goals.
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Should You Consider A Roth Conversion?
Ongoing review of your retirement, estate, and tax strategy is a best practice. Here, we examine the advantages of a Roth conversion and whether it may make sense for you.
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An Annuity Income Strategy During Volatile Markets
Market fluctuations can be unsettling, but maintaining perspective and focusing on controllable factors is key. Reviewing and implementing strategies with your Financial Advisor can help support long-term objectives.
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Long-Term Care Solutions at Janney
Determining a long-term care (LTC) solution that best fits your needs depends on several factors, such as your current health, health history, age, and financial situation. Janney can help you decide which of the following coverage choices is in your best interest.
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Navigating Wealth Through Employer Stock
Employer stock has long been a popular way for employees, not just executives, to accumulate wealth. This article explores different ways to navigate employer stock when considering your overall financial picture.
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Beware of These Top Tax Scams When Filing Your Taxes
The IRS releases its “Dirty Dozen” tax scams each year, highlighting schemes that put taxpayers at risk of identity theft, financial loss and potential legal consequences. While these scams tend to spike during tax season, typically December through April, they can occur at any time of year. Understanding how these scams work and knowing what to watch for can help you protect your personal information and avoid costly mistakes.
