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Janney Montgomery Scott

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

 

 

 

 

 

The Hoey Wealth Management Group was recently awarded the 2012  Five Star Awards.  Five Star Professional recognizes the top advisors in the area who rated highest in quality service and overall satisfaction.

 

 

   

   

 



         Five Star Wealth Manager SM  

 

 

              
Calculators

Car Affordability

How much can you afford to pay for a car?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Disability Income Insurance

How much Disability Income Insurance do you need?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

Updating Heirs on Your Accounts

The beginning of the year may be a good time to review beneficiary designations to make sure they reflect current wishes. This article explains why beneficiary forms for retirement accounts and insurance policies supercede instructions in a will, and it outlines some important considerations when reviewing beneficiary designations.

HOT TOPIC: Rediscovering Fossil Fuels: Could Energy Boom Transform the Economy?

The nation is producing more natural gas than ever before. This article discusses how fossil fuel discoveries and shifts in electricity production, auto engineering, and manufacturing could affect supplies and prices in the future as well as the potential implications for consumers, businesses, and the U.S. economy.

Businesses Face Health-Care Decisions

Both large and small business owners may want to pay attention to the Affordable Care Act's tax implications due to potential penalties or available financial incentives depending on the level of coverage provided to workers. This article discusses some of the new regulations and tax implications that may affect businesses.

Understanding High-Deductible Medical Plans

For some families, a high-deductible plan managed in combination with a health savings account (HSA) may be a more affordable and flexible health insurance option. This article focuses on HSA rules, tax implications, and maximum coverage levels, as well as potential benefits and drawbacks.

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