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.

  • Living In Retirement: Staying On Track & Making Your Assets Last

    May 2, 2023

    Congratulations—you’ve made it to retirement! As you enjoy this phase of life, maintaining your lifestyle and protecting your assets depends on decisions and actions you put in place now.

  • Discover the Emotional and Fiscal Benefits of Philanthropy

    Jay Guyer May 2, 2023

    Strategies for year-end gifts can help reduce taxes come filing time.

  • Take Advantage of Overlooked Retirement Plan Tax Credits

    Les Risell April 27, 2023

    Investing through a company sponsored retirement plan is a great way for employees to save for retirement, and is a valuable benefit provided by employers. There are two updated tax credits that are making this easier—and more profitable—for both the employee (participant) and the company sponsoring the plan.

  • Gear up for Covering Long-Term Care Costs

    April 18, 2023

    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.

  • Using Life Insurance as a Retirement Planning Tool

    Peter A. Longo April 11, 2023

    Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.

  • Retirement Readiness

    Jack Cintorino April 10, 2023

    While investment returns are important, cash flow is the #1 driver of a retirement plan’s sustainability. If you are approaching retirement, these steps may help you understand the risks of underestimating your retirement expenses.

  • The Changing Landscape of 529 Plans

    Zane Byramji March 8, 2023

    Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0.

  • Don't Let Health & Long-term Care Costs Consume Your Retirement Savings

    Kim Beil March 3, 2023

    Health and long-term care costs are often some of the largest expenses we face in retirement. This Article suggests exploring an alternative to the pay-as-you-go approach most people use to cover these costs.

  • Evaluating Your College Savings Withdrawal Strategy

    Shurdonna Joseph February 6, 2023

    Congratulations—your child has been accepted into college! As you prepare for this exciting transition, it is likely that you have been saving for some time, and now you are ready to start withdrawing from your college savings account(s).

  • Margin Loans at Janney

    February 2, 2023

    Leverage the power of your investment portfolio for access to funds for the purchase of additional investments and securities or to satisfy short-term financing needs.


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