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.

  • 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.

  • 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.

  • The Importance of Individual Long-Term Disability Insurance

    Robert Wheeler December 1, 2023

    The probability of a worker today becoming disabled between age 20 and normal retirement age is 25%.* Understanding how individual long-term disability insurance can help you manage that risk.

  • 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.

  • 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.

  • Timing Is Everything: Using Annuities as a Retirement Planning Tool

    August 18, 2023

    The market return environment when you retire and throughout your life after (along with how long you live) can make a big difference in whether your retirement income plan is successful.

  • FDIC Insurance: How It Protects Your Cash & How to Increase Coverage

    Jay Guyer July 21, 2023

    In the rare case of a bank collapse, FDIC insurance helps safeguard the money you deposit into your accounts. Knowing how the insurance works and how much it covers, can help provide peace of mind.

  • Determine How Life Insurance Fits in Your Financial Plan

    June 22, 2023

    When it comes to life insurance do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs.

  • 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.


Article Authors

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