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.
As you approach retirement, it’s time to start fine-tuning your plans. What will happen to your savings if you need long-term care? Should you consider life insurance or perhaps an annuity for additional guaranteed income?
Deciding whether to retire early, on time, or delay a few years will make a big difference in your monthly Social Security income.
Although you’ll have to pay taxes, converting your traditional IRA to a Roth IRA now can provide tax-free retirement income.
Shifting some assets into one could give you 100% principal protection with some upside potential based on market performance.
If you own a family business, now is the time to figure out who will take the reins and how you will monetize your equity.
*Healthview Services, 2018 Retirement Healthcare Costs Data Report
You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.
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