Jeremy Talks About Protecting What You’ve Built
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] We spend a lot of time talking about how to build wealth. This week, I want to talk about something just as important: […]
Is $2 Million Enough For Retirement?
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I get some version of this question pretty regularly: “Is $2 million enough to retire?” Because I used to practice law, my favorite
Jeremy Shares the Mystery Will That Changed Everything
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I have always been fascinated by unusual estate planning cases and disputes—you can’t make some of these stories up. It is human nature
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Jeremy Explains Why the Biggest Retirement Mistakes Aren’t Investment Decisions
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Hope you are having a good first week of summer! The stock market continues to give us plenty to watch—between inflation, interest rates,
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Jeremy Explains Why Most Estate Disputes Are Preventable
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Solid estate planning is a key component of a retirement plan—at Franklin Retirement Solutions, we like to think of retirement planning like a
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Jeremy’s Warning: The Hidden Tax Bomb Waiting for the Next Generation
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] The term “tax bomb” is not new, and it’s often used to describe what some retirees can face if they don’t plan properly.
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Spring Cleaning with Jeremy: Estate Planning Edition
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Are we done with freeze warnings and winter yet? Between that and allergy season, I think we are all ready for the weather
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Gift Tax Guide For 2026
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Gifting is one of the most powerful, yet most misunderstood tools in estate and tax planning. In this article, when I mention Gifting,
Navigating Volatility with Jeremy
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Last week, my dad and I journeyed to the 50th state, Hawaii. I was last there when I was 10 years old, and
Jeremy Finds Calm Amidst Curveballs & Chaos
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Hope you had a great Presidents’ Day and Valentine’s weekend! It warms my heart to hear the Phillies are heading down to Florida