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.

  • Maximize Long-Term Care Benefits Using an Existing Annuity

    Peter A. Longo July 10, 2025

    Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.

  • Important Planning Considerations: Insurance & Long-Term Care

    Peter A. Longo July 9, 2025

    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.

  • Planning For End-Of-Life Costs with Your Legacy in Mind

    Jay Guyer June 25, 2025

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

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

    Jack Cintorino June 6, 2025

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

  • Long-Term Care: Impact on Family Caregivers

    Samantha Redding May 20, 2025

    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 substantially impact the caregiver—which is why long-term care planning is just as important for your family as it is for you.

  • Using Life Insurance to Help Fund Retirement

    May 1, 2025

    In addition to providing death benefit protection, did you know life insurance can help you meet your retirement savings goals? Read on to learn about a Life Insurance Retirement Plan (LIPR).

  • Leveraging Annuities During Market Uncertainty

    Kim Beil April 28, 2025

    During economic uncertainty and market instability, annuities can be a powerful tool for securing your investments and financial future—offering asset protection, tax deferral, guaranteed income, and peace of mind.

  • Having a Long-Term Care Conversation with Aging Loved Ones

    Robert Wheeler April 28, 2025

    The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. That’s why it’s important to have a productive discussion with your senior parents about long-term care needs while they are still healthy.

  • Account Protection at Janney

    March 14, 2025

    Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.

  • The Importance of “What if” Planning

    Jack Cintorino February 7, 2025

    There is a basic rule that applies to personal finance: plan ahead. But “what if” planning can provide security and preparedness when the unexpected occurs.


Article Authors

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC