John M Olson, Financial Advisor of Janney Montgomery Scott

As you prepare for retirement, you should review and understand the various options to cover health care costs in this next phase of your life. Here are a few programs to consider.

Leaving a charitable legacy with an IRA: https://bit.ly/2Id6ZWe

Long-term care can be a significant cost, so it’s important to prepare and plan for this expense to help avoid extra stress and ensure you’re able to get the care you desire. Review this checklist to get started.

Does lifetime annuity income make sense for you? https://bit.ly/2BrvNGC

Financial Tips for supporting adult children: https://bit.ly/3lfgxy1

Myths about financial mistakes woman make: https://bit.ly/2Soj5xw

Consistent savers win in the long run: https://bit.ly/2EU9yLz

Considering adding Emerging Markets to the Mix? https://bit.ly/2GzXPly

Several developments in the law have made A/B trust arrangements less advantageous or necessary. Here are considerations to review.

As we continue to experience unprecedented changes and uncertainty in so many areas, it’s important to ask: Do you have a financial plan? Have your circumstances changed? Is your financial plan aligned with those changes? Does it need to be updated? Reach out to us to discuss.

What you need to know about Social Security: https://bit.ly/347cVHw

The fifth generation of mobile communication networks, or 5G, is bringing faster and more reliable cellular and internet connections. Our Investment Strategy Group explores potential market implications of the new technology.

Financial Planning Considerations for Military Families: https://bit.ly/3cDz1oN