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.

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    Laura Medigovich July 13, 2023

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease of this limit in 2026, here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.

  • How Janney Provides Simplicity and Security for Your Finances

    July 5, 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).

  • Prevent Identity Theft

    June 22, 2023

    Identity theft is when someone steals your personal information to commit fraud. Here is a checklist of some steps you can take to help from becoming a victim.

  • Determine How Life Insurance Fits in Your Financial Plan

    June 22, 2023

    When it comes to life insurance do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs.

  • Why Use Life Insurance in Estate Planning

    June 22, 2023

    Life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.

  • How to Prepare to Fund the Cost of College

    June 20, 2023

    As the cost of college continues to rise, proper financial planning is essential to saving enough—in a way that best suits your circumstances—to fund the cost of higher education.

  • What to Do Before the TCJA Provisions Sunset

    June 20, 2023

    The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Now is the time to understand those implications and consider strategies to help mitigate the potential tax risks—and this article can help you get started.

  • Approaching Retirement: What You Should Be Doing Now

    June 2, 2023

    You’ve worked hard to save toward your retirement goal, and as it gets closer, now is the time to make some important decisions and nail down the specifics.

  • How to Start Planning Retirement Withdrawals

    Martin Schamis June 2, 2023

    Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”

  • Which Programs Should You Consider To Cover Health Care Costs?

    Jack Cintorino May 23, 2023

    With health care fees climbing, identifying a few ways to help meet those surging costs may provide your with peace of mind.

Article Authors

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