Don’t Wait Until It’s Too Late
By Nicholas HamnerInvestment Advisor [email protected] In my office there are six plants on the windowsill and another five on a shelf. At the top of that shelf is a Norfolk
Estate Planning
When Early Retirement Isn’t Your Choice
By Nicholas HamnerInvestment Advisor [email protected] Lane Johnson retired from the Eagles and professional football this week. He played 14 years and leaves the game as a 36-year-old multi-millionaire. That’s a
Jeremy Highlights 5 Estate Planning Mistakes You May Not Have Thought About
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] At Franklin Retirement Solutions, we look at each client holistically, meaning it’s not just investment planning, but income planning, legacy planning, tax planning,
Jeremy Highlights 5 Estate Planning Mistakes You May Not Have Thought About Read More »
Peter Talks Tax-Strategies Before the End of the Year
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] With the summer just about behind us, it’s a good time to make sure all end of the year odds and ends
Peter Talks Tax-Strategies Before the End of the Year Read More »
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
Jeremy Shares the Mystery Will That Changed Everything Read More »
Rob’s Grandparent’s Guide to Saving for Kids & Grandkids
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] With the 4th of July behind us, we are officially in the thick of summer. The triple-digit temperatures over the
Rob’s Grandparent’s Guide to Saving for Kids & Grandkids Read More »
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,
Jeremy Explains Why the Biggest Retirement Mistakes Aren’t Investment Decisions Read More »
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
Jeremy Explains Why Most Estate Disputes Are Preventable Read More »
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.
Jeremy’s Warning: The Hidden Tax Bomb Waiting for the Next Generation Read More »
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
Spring Cleaning with Jeremy: Estate Planning Edition Read More »