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Building a Personalized Asset Allocation
A well-defined asset allocation essentially sets the framework and guides the path your investment portfolio should follow to achieve your long-term financial goals.
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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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Protecting Your Financial Legacy
There are a variety of ways life or long-term care insurance can help you prepare for life’s worst-case scenarios and help you preserve your financial legacy.
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Recover From a System Hack
Here is a checklist of steps to help you recover from a computer system hack.
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Will ORielly Joins Janney as Head of Investment and Wealth Solutions
Joins with 30 years of experience working with financial advisors, private banks, insurance companies, and institutional money management firms.
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Janney Served as Senior Manager for a $57.8 Million General Obligation Limited Tax Park Bond Issue for Chicago Park District
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Understanding State Inheritance Taxes
If you inherit money or property upon the death of a loved one, you may be expected to pay inheritance tax on your new assets. Find out which states have an inheritance tax and if you have to pay.
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Prevent Phishing Attacks
Phishing scams are growing more sophisticated. Here is a checklist of things to do to recognize and avoid these scams so you can protect both your identity and your assets.
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Janney Improves Client Experience with Enhancements to its Secure Client Portal
Upgrades improve client experience within a modern, planning-focused design.
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Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
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Living In Retirement: Staying On Track & Making Your Assets Last
Congratulations—you’ve made it to retirement! As you enjoy this phase of life, maintaining your lifestyle and protecting your assets depends on decisions and actions you put in place now.
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Discover the Emotional and Fiscal Benefits of Philanthropy
Strategies for year-end gifts can help reduce taxes come filing time.
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Take Advantage of Overlooked Retirement Plan Tax Credits
Investing through a company sponsored retirement plan is a great way for employees to save for retirement, and is a valuable benefit provided by employers. There are two updated tax credits that are making this easier—and more profitable—for both the employee (participant) and the company sponsoring the plan.
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Gear up for Covering Long-Term Care Costs
Check it Out! Feeling prepared to meet long-term care costs—and have the care experience you envision—is easier when you take a few steps ahead of time.
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Janney Establishes Central North Carolina Complex to Support Growth in the Region
The complex will include existing offices in Greensboro, Pinehurst, and Winston-Salem.
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Janney Served as Sole Manager for a $15 Million General Obligation Bond Issue for Kiski Area School District
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Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
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NAPA Names Three Janney Teams to its Top DC Advisor Team List
The honor is a testament to their commitment to provide superior service experience.
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Retirement Readiness
While investment returns are important, cash flow is the #1 driver of a retirement plan’s sustainability. If you are approaching retirement, these steps may help you understand the risks of underestimating your retirement expenses.
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Forbes Recognizes 36 Janney Financial Advisors as Best-in-State Wealth Advisors
Record number of Janney Financial Advisors named to the list.