Protecting My Assets

Wealth isn’t a goal, it’s merely a means to an end — providing for and ensuring the well-being of those you love. From funding your children’s education to realizing your dream retirement and still leaving a lasting legacy, a Janney Financial Advisor can help preserve your wealth for its intended purpose.


According to the National Council on Aging, elders experience financial exploitation, which is estimated to cause $28.3 billion in losses each year.*

 

 

Things to consider

Wealth provides you with the means not only to live life to the fullest, but to meaningfully impact the lives of others, whether by alleviating the financial worries of your next generation or helping those in need.

A notebook and pencil

Plan for healthcare costs

Don’t let a major health event erode your savings. Review your Medicare election options and consider long-term care insurance.

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Transfer wealth tax-efficiently

An irrevocable life insurance trust (ILIT) may be one of the most tax-efficient ways to transfer your wealth to your heirs.

A calculator

Spend wisely and stay liquid

New retirees often struggle to balance increased spending in the first years of retirement. Use restraint and keep enough liquidity in case of a financial emergency.

A briefcase

Get organized

Make sure your financial documents, account numbers, passwords, and contacts are organized and safe, but accessible.

* NCOA Facts on Elder Abuse

What to ask your Janney Financial Advisor

  • What’s an appropriate amount of investment risk given my age and goals?
  • What sort of long-term care coverage option would best meet my needs?
  • Do my beneficiary designations and trustees still accurately reflect my wishes?
  • How can I better protect myself from financial fraud?

 

 

 

 

Talk to a Janney Financial Advisor

You don’t have to navigate your financial journey alone. Wherever you are today, a Janney Financial Advisor can help you create a personalized plan aligned with your goals, priorities, and evolving needs. With thoughtful guidance and strategies tailored to your unique circumstances, we’ll work with you to build a plan designed to help you Plan for More™ — today and in the years ahead.


Connect with an Advisor 

Related Content

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/

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