Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Understanding State Inheritance Taxes

    Jay Guyer May 10, 2023

    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.

  • Prevent Phishing Attacks

    May 10, 2023

    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.

  • Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

    Ed Smith May 2, 2023

    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.

  • Living In Retirement: Staying On Track & Making Your Assets Last

    May 2, 2023

    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.

  • Discover the Emotional and Fiscal Benefits of Philanthropy

    Jay Guyer May 2, 2023

    Strategies for year-end gifts can help reduce taxes come filing time.

  • Take Advantage of Overlooked Retirement Plan Tax Credits

    Les Risell April 27, 2023

    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.

  • How Janney Provides Simplicity and Security for Your Finances

    April 26, 2023

    In light of continual financial uncertainty, 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).

  • FDIC Insurance: How It Protects Your Cash & How to Increase Coverage

    Jay Guyer April 24, 2023

    In the rare case of a bank collapse, FDIC insurance helps safeguard the money you deposit into your accounts. Knowing how the insurance works and how much it covers, can help provide peace of mind.

  • Gear up for Covering Long-Term Care Costs

    April 18, 2023

    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.

  • Tips for Leveraging 529 Education Savings Plans

    Zane Byramji April 12, 2023

    You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.

Article Authors

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