Health Care and Asset Protection in Retirement
Janney Montgomery Scott LLC
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2d ago
Due to the rising cost of health care, it is said that it is harder to get through retirement than it is to get to retirement. Here are a few things to consider about covering health care costs in retirement while protecting assets ..read more
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Remaining Disciplined During Market Downturns
Janney Montgomery Scott LLC
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2d ago
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end ..read more
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Leave a Larger Legacy Using IRA (RMD) Maximization
Janney Montgomery Scott LLC
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2d ago
If you don’t require the income from your annual IRA required minimum distributions (RMDs), you can reposition these distributions more tax-efficiently—and create more wealth for your heirs ..read more
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Which Programs Should You Consider to Cover Health Care Costs?
Janney Montgomery Scott LLC
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2d ago
With health care fees climbing, identifying a few ways to help meet those surging costs may provide you with peace of mind ..read more
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The Changing Landscape of 529 Plans
Janney Montgomery Scott LLC
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2w ago
Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0 ..read more
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Protecting Your Financial Legacy
Janney Montgomery Scott LLC
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2w ago
There are a variety of ways life or long-term care insurance can help you prepare for life’s worst-case scenarios and help you preserve your financial legacy ..read more
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An Annuity Income Strategy During Volatile Markets
Janney Montgomery Scott LLC
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2w ago
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 ..read more
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Life Insurance: It's Not Just for Income Replacement
Janney Montgomery Scott LLC
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2w ago
This article explores some alternate considerations to leverage life insurance, outside of the traditional approach, for individuals and families with significant wealth ..read more
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7 Strategies to Consider Before Applying for Medicaid
Janney Montgomery Scott LLC
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2w ago
Many retirees use Medicaid, a joint federal and state health care program, to cover medical and long-term care costs. Here are some strategies to consider before you apply ..read more
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The Three A’s of Retirement Income
Janney Montgomery Scott LLC
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2w ago
You’ve spent your entire working life saving and investing in tax-advantaged retirement accounts like 401(k)s and IRAs ..read more
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