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.

  • Navigating Wealth Through Employer Stock

    Jay Guyer April 23, 2024

    Employer stock has long been a popular way for employees, not just executives, to accumulate wealth. This article explores different ways to navigate employer stock when considering your overall financial picture.

  • 10 Key Changes to the SECURE 2.0 Act

    Edward F. Smith III April 22, 2024

    Saving for retirement is getting easier in 2024 thanks to SECURE 2.0. Here, we outline highlights of the bill that previously took effect and an array of new benefits you should know about moving forward.

  • Tax-Smart Charitable Gifting Strategies

    Laura Medigovich April 22, 2024

    Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.

  • 3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset

    April 9, 2024

    The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Now is the time to understand those implications and consider strategies to help mitigate the potential tax risks. This article can help you get started.

  • Insurance Solutions at Janney

    March 15, 2024

    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 to understand which options best fit your unique circumstances.

  • Non-Qualified Stock Options

    March 14, 2024

    This article provides an overview of Non-Qualified Stock Options.

  • Don’t Procrastinate – Establish Your Will

    Jay Guyer March 14, 2024

    Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

  • Planning for End-of-Life Costs with Your Legacy in Mind

    Jay Guyer March 14, 2024

    Establishing an end-of-life health care plan can protect the value of your legacy.

  • Reposition Assets for Tax-Efficient Wealth Transfer

    Peter A. Longo March 14, 2024

    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.

  • Making a Charitable Gift? Consider a QCD

    Jack Cintorino March 11, 2024

    If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether a Qualified Charitable Distribution (QCD) could be a fit for your charitable donation.


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