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.

  • 5 Top Cybercrime Trends and How to Combat Them

    October 26, 2022

    From smart homes to smart phones, our lives are more online than ever, especially following the pandemic. Staying up on the latest trends in cybercrime, and taking smart actions, helps us protect one of our most precious assets: our personal and financial information. Here are five trends to keep on your radar.

  • Make Long-Term Care a Part of Your Financial Plan

    Kevin Scaltrito October 21, 2022

    Many Americans underestimate the risk of outliving their financial resources in retirement, or perhaps experiencing economic hardship stemming from large, unanticipated health and long-term care costs later in life¹. It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.

  • 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.

  • 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 A. 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 A. 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.

Article Authors

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