Barry Whalen of Janney Montgomery Scott LLC

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!

The moments that matter most deserve thoughtful planning. with a strategy designed to support your family, your priorities, and your future. Contact me to discuss how thoughtful planning can help support the people and goals that matter most to you: https://bit.ly/4ycLpVo

A longer life can mean more possibilities—and more to consider. Thinking ahead can help you prepare for future needs while keeping your assets, family, and legacy in mind.

Read more about preparing for the financial realities of a longer life: https://bit.ly/3Uy2xGC

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4chhX8m

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Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4x8Ev3x

As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.

The Changing Medicare Landscape: Why it Matters to Your Retirement Plan For many retirees, Medicare Part B is one of the most visible health care costs because the premium is often deducted directly from Social Security benefits. In 2026, the standard Part B monthly premium is $202.90, up from $185 in 2025. The annual Part B deductible is $283, up from $257. Part B gene...

Exceptional wealth deserves more than a one-size-fits-all approach. with thoughtful planning tailored to your goals, priorities, and long-term vision. Reach out if you’d like to discuss how your financial strategy can support what’s next: https://bit.ly/3UaMqyt

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

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What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/3TNhkwQ

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