Education Articles

Education
8 Considerations for 2020 Year-End Tax Planning
Jack Cintorino
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Education
Planning strategies for remaining 529 balances
Zane Byramji
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Education
The changing landscape of 529 plans
Zane Byramji
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The do's & don'ts of year-end tax moves

Michael Repak November 20, 2019

Senior Estate Planner Mike Repak shares tips on what to do before the year wraps up to prepare for the tax season ahead.
5 common investment tax filing errors

Michael Repak November 20, 2019

Senior Estate Planner Mike Repak explains some common tax filing errors and how to avoid them.
Simple steps to prepare for tax filing

November 20, 2019

Check it Out! Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Gear up for covering long-term care costs

November 12, 2019

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.
Determine how life insurance fits in your financial plan

November 12, 2019

Check it Out! When it comes to life insurance, you might feel like you have more questions than answers. Do I need it? If so, when should I get it? What kind makes the most sense? How much should I have?
Timing is everything: Using annuities as a retirement planning tool

November 12, 2019

Timing when you plan to retire is usually focused on your personal goals and circumstances. Market conditions or the economy often don’t play a part in the equation.
Don't let health & long-term care costs consume your retirement savings

Jessica Landis November 12, 2019

Health and long-term care costs are often some of the largest expenses we face in retirement. Janney’s Head of Investment Solutions, Jessica Landis, suggests exploring an alternative to the pay-as-you-go approach most people use to cover these costs.
Reposition assets for tax-efficient wealth transfer

Peter Longo November 12, 2019

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.
Which programs should you consider to cover healthcare costs?

Jack Cintorino November 12, 2019

It is said that it’s harder to get through retirement than it is to get to retirement.
Maximizing your pension with life insurance

November 12, 2019

If you participate in a traditional pension plan (known as a defined benefit plan) with your employer, you may receive monthly benefits from the plan after you retire.

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Article Authors

Jeff Bowers

Marketing Analytics Manager
Michael Halloran

Equity Strategist
Timothy Herrera

Business Development Consultant
David Homa

Vice President & Financial Planner
Shurdonna Joseph

Senior Financial Planner
Jessica Landis

Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr

Executive Vice President, President, Private Client Group
Peter Longo

Regional Director
Joe McDonald

Senior Retirement Plan Specialist
Michael Repak

Vice President & Senior Estate Planner
Les Risell

Senior Retirement Plan Specialist
Martin Schamis

Vice President & Head of Wealth Planning
Ryan Shugrue

Director of Wealth Management Research
Jack Cintorino

Vice President & Senior Financial Planner
Debra Roey

Vice President, Retirement Plan Services Director
Jay Guyer

Vice President

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