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Janney Expands North Jersey Presence with Addition of Kristin Healy in Montvale
Janney continues its growth in North Jersey
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Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
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Which Programs Should You Consider to Cover Health Care Costs?
With health care fees climbing, identifying a few ways to help meet those surging costs may provide you with peace of mind.
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Janney CEO Featured in Financial Planning Magazine
Highlights Janney’s unique blend of boutique independence and full-service resources.
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Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
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Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
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Thinking of Moving? A Financial Planning Checklist for Changing State Residency
Key considerations for protecting wealth, optimizing taxes, and supporting long-term goals.
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The Advantages of Asset Consolidation
Asset consolidation does more than simplify your financial life—it also offers greater coordination and efficiency that can help you more effectively achieve your financial goals.
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The Importance of Individual Long-Term Disability Insurance
The probability of a worker today becoming disabled between age 20 and normal retirement age is 25%.* Individual long-term disability insurance can help you manage that risk.
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Protecting the Value of Your Business for the Next Generation
If you own a business, consider these planning strategies so the next generation of owners is prepared.
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Restructuring Your Assets to Qualify for Medicaid
Medicaid eligibility is exceedingly complex. This article explains the income and asset restrictions and the estate planning strategies to consider restructuring your assets so you can potentially qualify for this benefit.
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Long-Term Care: Impact on Family Caregivers
While family caregiving can be a rewarding experience, the physical, financial, and emotional strain of assisting a loved one with social or health needs can substantially impact the caregiver—which is why long-term care planning is just as important for your family as it is for you.
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Donor-Advised Funds
This article provides an overview of Donor-Advised Funds.
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Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future. It’s about helping you live confidently—no matter what the markets or life bring. A solid plan gives you the flexibility to navigate today’s uncertainty while still working toward the goals and experiences that matter most.
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Why Proper Account Titling Is Vital for Your Estate Plan
The way your assets are distributed into accounts, and, specifically, the way those accounts are titled, can directly affect your estate plan.
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Financial Advisor Al Lynn Joins Janney in Bedminster, New Jersey
Janney continues its growth with the addition of experienced financial advisor.
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Janney Welcomes Integrity Wealth Advisory in Miami
The new addition expands the firm’s presence in the Florida region.
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Timing Is Everything: Using Annuities as a Retirement Planning Tool
Factors such as the market return environment when you retire and throughout your life (how long you live) can make a big difference in whether your retirement income plan is successful.
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Incentive Stock Options
This article provides an overview of Incentive Stock Options.
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Selling Your Company to Your Employees
If you’re considering selling your small business to enable retirement, you may want to take a look at an employee stock ownership plan.
