Robert Wheeler November 12, 2019
Protecting that valuable asset is just as important as insuring your home or your car, when it comes to your family’s safety and security.
November 12, 2019
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.
Check it Out! When it comes to life insurance, you might feel like you have more questions than answers. Do I need it? If so, when should I get it? What kind makes the most sense? How much should I have?
Timing when you plan to retire is usually focused on your personal goals and circumstances. Market conditions or the economy often don’t play a part in the equation.
Jessica Landis November 12, 2019
Health and long-term care costs are often some of the largest expenses we face in retirement. Janney’s Head of Investment Solutions, Jessica Landis, suggests exploring an alternative to the pay-as-you-go approach most people use to cover these costs.
Peter Longo November 12, 2019
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.
Michael Repak November 12, 2019
Senior Estate Planner Mike Repak explains how establishing an end-of-life health care plan can protect the value of your legacy.
If you participate in a traditional pension plan (known as a defined benefit plan) with your employer, you may receive monthly benefits from the plan after you retire.
Disability insurance pays benefits when you are unable to earn a living because you are sick or injured. Most disability policies pay you a benefit that replaces a percentage of your earned income when you can’t work.
For many, long-term care (LTC) insurance can help protect personal assets from a catastrophic illness. However, some may find LTC premium costs are too high to justify the expense for a benefit they may never use.
Marketing Analytics Manager
Vice President & Director of Mutual Funds and ETFs
Vice President & Financial Planner
Senior Financial Planner
Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr
Executive Vice President, President, Private Client Group
Senior Retirement Plan Specialist
Vice President & Senior Estate Planner
Vice President & Head of Wealth Planning
Director of Wealth Management Research
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