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 […]
Health Care
Rob Explains: Retirement Taxes Don’t Stop at the Federal Level
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] I grew up in Pennsylvania and love the change of seasons, but I am getting very anxious for the summer
Rob Explains: Retirement Taxes Don’t Stop at the Federal Level Read More »
Breaking Down Coverage Concerns
By Nicholas HamnerInvestment Advisor [email protected] Getting & keeping healthcare coverage in retirement without losing your shirt sounds simple enough, but is it? Let’s start with Medicare. What stops Medicare from
Renovating for the Long Run with Rob
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] It’s good to be back home. I was on vacation in Colorado last week and got enough exercise to cover
Too Much Risk in the Market? Ask Peter.
By Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] The government shutdown is really starting to affect the economy. Millions of folks are being seriously affected, including federal employees and
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
Your Long-Term Care Options, Explained by Jeremy Read More »
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
Getting Life (and Finances) in Order with Jeremy Wechsler Read More »
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
Health Insurance Rates Are Increasing: Those on the ACA Will See Higher Rates
by Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] Obamacare has been a godsend for many of our clients over the years. Those who left the workforce before they were
Health Insurance Rates Are Increasing: Those on the ACA Will See Higher Rates Read More »
What Should You Do If Your Pharmacy Closes?
by Nicholas A. Hamner, Esq.Investment Advisor [email protected] When Rite Aid filed for bankruptcy protection in May 2025, the company said it would close 75% of its stores. Now that we’re