Peter R. Wechsler - Retirement Planner

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An independent advisor & Five-Star Wealth Manager
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Welcome to Franklin Retirement Solutions

Franklin Retirement Solutions is a five-star retirement planning firm serving clients in the Philadelphia metropolitan area. As Your Retirement Quarterback™, Peter R. Wechsler leads the Franklin Retirement Solutions team in helping clients take the complexity out of financial planning, retirement planning and estate planning.

Our niche market is working with middle income conservative savers who need to protect their nest egg. Our clients want to insure they have enough inflation adjusted guaranteed income…no matter how long they live, along with a well crafted estate plan so their wishes are properly carried out. We offer more than just financial advising. Our comprehensive retirement solutions practice is what separates us from other retirement planning firms. Our clients rely on our team for Income Planning, Tax Planning, Investments and Market Risk Analysis, Estate Planning, Health Care Planning, Asset Protection and more. We are an independent firm, and use a combination of life insurance, annuities, stocks, bonds, mutual funds and many other financial tools that best serve the needs of each client.   Whether you’re exploring financial planning, retirement planning or estate planning for the first time, looking for a second opinion, or simply unhappy with your current financial planner, contact us today to schedule your complimentary consultation.

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Recent Articles:

  • Wish You Had Retired Earlier? - If the answer is yes, you are not alone. A recent study done by the Insured Retirement Institute found that 50% of those ages 62 to 70 with investable assets of $100,000 or more wish they had retired earlier. I find this interesting because I don’t often hear clients tell me they wish they had […]
  • Sell in May and Go Away??? - It’s finally starting to feel like spring and, according to my crystal ball, it will hit 80 degrees on Monday.  At least that’s what is showing me as I pen this on Wednesday morning. After going through our long winters, there’s nothing like a greening of the trees and lawns, the budding of flowers […]
  • A Reminder On IRA Rollovers - I’ve written about this before but I’m still getting many questions from clients, so let’s tackle this issue again about the IRS change on IRA Rollovers. In the old days (like last year) you had 60 days to move IRA funds from one account to another.  Let’s say you had a CD come due at […]
  • Survive and Advance - Since I’m the quarterback, I probably shouldn’t be talking about basketball, but here goes… March Madness is all about ‘Survive and Advance.’  In order to continue playing and prevent the season from being over, you have to win to move on to the next round.  In today’s ever changing and volatile economic arena, your retirement […]
  • To Buy Or Not To Buy? - Since the beginning of the year, at least a dozen clients have asked me whether it’s the right time to buy gold or buy into the energy sector.  Both are good questions. Let’s look at gold first.  As I write this, gold is trading at $1,220 an ounce.  In 2008 it was trading at $850 […]
  • To Roth Or Not To Roth – Part Two - Last week we discussed all the reasons why you might consider doing a Roth conversion. I promised that this week we’d review the reasons why you might NOT want to convert IRAs to Roth’s. As a simple review, to convert, you pay ordinary income taxes on all IRA funds you are going to convert in […]
  • To Roth Or Not To Roth - It seems that hardly a day goes by that a client doesn’t ask whether a Roth conversion makes sense.  I always have the same answer…it depends. It’s a tricky calculation when deciding whether to pay the taxes now and have the money grow tax free for the rest of your life and the life of […]
  • A Lump Sum Social Security Distribution? - I often get questions about Social Security and it’s no wonder with all the possible claiming strategies designed to increase benefits.  I’ve seen folks agonize over the best strategy for them and if married, their spouse.  The truth is, unless you can tell me the month and year you will die and the same for […]
  • Developing A “Stuff Strategy” - This article is a guest submission from Marlene Stocks of Senior Transition Services, who will be leading a Lunch & Learn on this very topic on February 12 at 11:30 a.m.  Sign up to attend our Lunch & Learn and hear Marlene speak. This situation is not uncommon.  “My husband is 85 years old and […]
  • As January Goes… So Goes The Year? - January is now behind us and it couldn’t have happened fast enough if you are an investor.  With the Dow Jones industrial Average down 3.7% and the S&P 500 off 3.1%, it’s certainly not the best way to start a new year.  To put in perspective, last January the S&P was down 3.46% but did […] Profile
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