Martin Schamis, CFP®
Martin Schamis is the head of wealth planning at Janney Montgomery Scott, a full-service financial services firm, providing comprehensive financial advice and service to individual, corporate and institutional investors. In his current role, he is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 financial advisers who advise Janney’s private retail client base. Martin is a Certified Financial Planner™ professional and holds FINRA Series 7, 66 and 24 licenses.
Latest articles by Martin Schamis, CFP®
What to Do Before the Tax Cuts and Jobs Act Provisions Sunset
Parts of TCJA (also known as the Trump tax cuts) are set to expire by the end of 2025, so the sooner you act, the more options you’ll have to take advantage of today's lower taxes.
4 Tips for Navigating Market Volatility
investing Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
By Martin Schamis, CFP® Publishedinvesting
Important Planning Considerations: Insurance & Long-Term Care
long term care insurance Your retirement plan isn’t complete until you’ve looked into getting the insurance you need, including life insurance, disability insurance and a plan for long-term care.
By Martin Schamis, CFP® Publishedlong term care insurance
How to Restructure Your Assets to Qualify for Medicaid
health insurance Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of long-term care.
By Martin Schamis, CFP® Publishedhealth insurance
Tax-Smart Charitable Gifting Strategies
tax planning Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.
By Martin Schamis, CFP® Publishedtax planning
How to Generate Tax-Efficient Retirement Income
retirement planning To limit your taxes, which accounts should you draw down sooner rather than later in retirement? The withdrawal strategy you decide to use could make a big difference, for you and for your heirs.
By Martin Schamis, CFP® Publishedretirement planning