• Reposition assets for tax-efficient wealth transfer

    If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.

  • Will your nest egg last through retirement?

    Peter Longo, Regional Director for Janney’s Insured Solutions Group, provides some useful tips and insight on how to make smart saving and spending decisions for each phase of life regarding retirement.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/