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.

  • Important Planning Considerations: Insurance & Long-Term Care

    Peter A. Longo January 19, 2024

    While saving, investing, and generating income in retirement are critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan?

  • Long-Term Care: Impact on Family Caregivers

    Samantha Redding November 6, 2023

    While family caregiving can be a rewarding experience, the physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver—which is why long-term care planning is just as important for your family as it is for you.

  • Restructuring Your Assets to Qualify for Medicaid

    Jack Cintorino October 4, 2023

    Medicaid eligibility is exceedingly complex. This article explains the income and asset restrictions, and the estate planning strategies to consider to restructure your assets so you can potentially qualify for this benefit.

  • Long-Term Care Solutions at Janney

    August 21, 2023

    Determining a long-term care (LTC) solution that best fits your needs depends on several factors, such as your current health, health history, age, and financial situation. Janney can help you decide which of the following coverage choices are in your best interest.

  • Which Programs Should You Consider To Cover Health Care Costs?

    Jack Cintorino May 23, 2023

    With health care fees climbing, identifying a few ways to help meet those surging costs may provide your with peace of mind.

  • 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.

  • 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.

  • 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.


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