Posts by Peter Wechsler
Let’s Talk IRAs
Of all our clients, there are only a few who do not have at least one IRA account. Of the many that do, few of the IRAs are the same.…
Read MoreA Half-Century Later
Two weeks ago, Emily celebrated her five-year anniversary with the company. We’re blessed to have a staff of young, caring, and hard-working folks at Franklin Retirement. Emily has been a…
Read MoreRoller Coaster Rides Again
As life begins to get back to normal, I read where Disneyland will soon reopen, having been closed for about a year. Roller coaster rides should be easily found this…
Read MoreSocial Security Facts & Figures
Many of our younger clients continually ask Kyle, Rob, and me whether Social Security will still be around when they come of age. My standard answer is “yes” and I…
Read MoreWhere’s My Refund?
The shift in business practices that occurred with the COVID-19 shutdowns has seemingly impacted everything we do. Mom & Pop corner shops now do contactless payments. Even the oldest of…
Read MoreSpending Like Drunken Sailors
The vaccine scramble continues. What I’m hearing from our clients is that many already have at least one shot in the arm. Those who have not yet gotten the vaccine…
Read MoreIs It Time To Buy Bonds?
In the past few weeks I’ve had a handful of clients ask me whether it was a good time to buy bonds. With the stock market hitting new records over…
Read MoreBroken Record
I’ve discussed the same questions so often over the past months that I really sound like a broken record. The questions I hear most often are about the market. The…
Read MoreGifting Rules For 2021
Since the first of the year we have heard from a nice number of clients, many with questions about how taxes will change under the new administration. Only time will…
Read MoreDealing With A Loss
Rarely do I have a problem coming up with a topic to write about for my weekly missive. Not so this week. Do I write about the sluggish Santa rally?…
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