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.

  • 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.

  • Generation Z: Different Values, Behaviors, and Perspectives

    Shurdonna Joseph March 13, 2025

    If you are among the latest generation entering adulthood known as Generation Z, here are some important considerations to keep in mind at this early stage of your financial life.

  • Things to Consider When Selling a Family Business

    Jay Guyer March 13, 2025

    Selling a family business is a significant process that is impactful in numerous ways. It can represent the start of a well-deserved retirement and the culmination of years of work.

  • Avoid Getting Scammed

    March 13, 2025

    Thousands of new scams emerge every year. Follow these best practices to help protect yourself and your family.

  • An Important Update on Social Security Benefits

    February 28, 2025

    The Social Security Fairness Act was recently signed into law, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).

  • Getting Your Company Ready for Sale

    Jay Guyer February 28, 2025

    Planning the retirement for a business owner is significantly more complicated than planning the retirement of an employee.

  • 6 Tips for Retirement Literacy

    Jay Guyer February 26, 2025

    A recent Federal Reserve survey reported that 28% of non-retirees do not have any self-directed retirement savings*.

  • Tax-Smart Charitable Gifting Strategies

    Laura Medigovich February 26, 2025

    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.

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    Laura Medigovich February 26, 2025

    The estate and gift tax exemption limit is currently at a historical high. Here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.

  • An Annuity Income Strategy During Volatile Markets

    Peter A. Longo February 18, 2025

    While it’s understandable to feel uneasy when the market experiences periods of extreme volatility, it’s important not to panic and instead focus on what you can control. Implementing new strategies, in consultation with us, may help keep long-term goals on track.


Article Authors

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