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.

  • Is Your Portfolio in Sync With Your Retirement Withdrawal Strategy?

    Martin Schamis October 19, 2022

    A basic approach to withdrawing assets would include liquidating bank accounts, non-qualified brokerage accounts, non-qualified variable annuities, IRA accounts, and Roth IRA accounts, in that order.

  • Protect Yourself From Scams Targeting Retirees

    October 17, 2022

    Frauds targeting retirees is increasingly common. Fraudsters target retirees collecting personal data for identity theft for monetary gain. Review a list of the most common scams and ways to protect yourself from fraudsters.

  • Navigating your Medicare Options

    Jay Guyer October 3, 2022

    By gaining a general understanding of your Medicare eligibility and coverage, you will likely be in a better position to navigate the options that will best address your needs.

  • Insurance Solutions at Janney

    September 1, 2022

    Janney offers a variety of insurance solutions to help meet your individual needs and preferences. It’s important to understand the key characteristics of the basic types of life insurance policies in order to understand which options best fit your unique circumstances.

  • 4 Tips for Navigating Market Volatility

    August 30, 2022

    Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.

  • Retirement Readiness

    Jessica Landis July 29, 2022

    People preparing for retirement often think that investment returns are the biggest factor in retirement sustainability. Returns are an important factor, but cash flow is the #1 driver of a retirement plan’s sustainability. If you are approaching retirement, it’s important to take these steps in understanding the risks of underestimating your retirement expenses.

  • Life Insurance: It's Not Just for Income Replacement

    Robert Wheeler July 29, 2022

    This article explores some alternate considerations to leverage life insurance, outside of the traditional approach, for individuals and families with significant wealth.

  • An Annuity Income Strategy During Volatile Markets

    Peter Longo July 26, 2022

    Having a financial plan in place for the good times and the bad is essential, especially as one approaches retirement. Periodically, a financial plan should be revisited, and new strategies considered.

  • Will Your Nest Egg Last Through Retirement?

    Peter Longo July 7, 2022

    Are you saving enough now to last through your retirement? Consider these useful tips and insights on how to make smart saving and spending decisions for each phase of life regarding retirement.

  • Remaining Disciplined During Market Downturns

    Ryan Shugrue June 30, 2022

    Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.

Article Authors

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