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
Jeremy’s No-Nonsense Guide to Probate
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] “How can I avoid probate?” is probably the most searched question online, at least when it comes to estate planning. Probate has been
Jeremy Reflects on One Year at Franklin Retirement Solutions
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Happy New Year to you and your loved ones! I hope 2026 is off to a strong start for you and your family.
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Jeremy Checks if Your Financial House Is in Order for 2026
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As the year winds down, December 31st has a funny way of sneaking up on people. One moment it’s Thanksgiving, the next you’re
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The Smartest Ways to Give to Charity in 2025–2026
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As we head into the holiday season, charitable giving is on the minds of many. Whether you support a favorite nonprofit, your church
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Your Long-Term Care Options, Explained by Jeremy
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I’m rounding out my first year at Franklin Retirement Solutions in a couple of months, and I couldn’t be prouder of our team
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Is The Next Generation Ready?
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] There’s a massive wealth shift happening right before our eyes. According to Fortune, roughly $124 trillion is expected to transfer from older generations
Getting Life (and Finances) in Order with Jeremy Wechsler
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I came across a piece in The Wall Street Journal recently by Jonathan Clements, longtime personal finance columnist who recently passed. Jonathan had spent a
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Jeremy Talks Long-Term Care Costs and Realities
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] This week, I’m delving into a topic that no one wants to talk about and everyone worries about: long-term care. If you went
Jeremy Discusses Estate & Death Taxes—Mid-2025 Update
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Two things in life are certain—death and taxes. Even more fun, they’re usually combined. Thankfully at the federal level, the exemption for estate
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