Education

  • Prevent identity theft

    July 30, 2020

    Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective. Here are some things you can do.

  • Why use life insurance in estate planning

    July 30, 2020

    Conversations about estate-tax planning and life insurance often go hand-in-hand. Why? Because life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.

  • Protecting your financial legacy

    Robert Wheeler July 14, 2020

    There are a variety of ways life or long-term care insurance can help you prepare for life’s worse-case scenarios and help you preserve your financial legacy.

  • Retirement plans for the self-employed: Choosing the right plan for you

    Joe McDonald July 8, 2020

    Janney Senior Retirement Planning Specialist, Joe McDonald, discusses some retirement plan options specifically for self-employed individuals without any employees.

  • Five common investment tax filing errors

    Michael Repak June 26, 2020

    Senior Estate Planner, Mike Repak, explains some common tax filing errors and how to avoid them.

  • Techniques to help mitigate the loss of stretch IRA tax benefits

    Michael Repak June 25, 2020

    Explore tax rule changes Setting Every Community Up for Retirement Enhancement Act.

  • Choosing a corporate trustee

    Jack Cintorino May 6, 2020

    If you have determined that setting up a trust will help you accomplish your financial goals, the next step includes choosing your trustee—and if you choose a corporate trustee—deciding what capacity you want this trustee to serve.

  • Tax deferral strategies for employer stock in a qualified retirement plan

    May 1, 2020

    If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.

  • CARES Act summary of key provisions impacting retirement plans

    April 20, 2020

    On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) that was passed in the U.S. Senate on March 25, 2020. The President signed the bill into law on March 27, 2020.

  • Is a securities-backed loan right for you?

    Jeff Bowers April 8, 2020

    Securities-backed loans can be helpful for large transactions that happen from time to time such as purchasing a vacation home, remodeling a kitchen, or covering wedding expenses.

Article Authors

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