Retirement Planning for Federal Employees
By Kyle PlotkinInvestment Advisor [email protected] At Franklin Retirement Solutions, we work with all kinds of folks to help them build a secure future and retirement plan. Many of our clients […]
Income Planning
Milestones That Matter with Kyle
By Kyle PlotkinInvestment Advisor [email protected] We celebrated Jaime’s birthday this week here in the office. And while his next birthday is a significant one, he isn’t particularly thrilled to celebrate
Avoiding A Big Tax Bomb
By Nicholas HamnerInvestment Advisor [email protected] “The most powerful force in the universe is compound interest,” is a quote usually attributed to physicist Albert Einstein. Did he really say that? Nobody
Another Perspective on Inflation
By Kyle PlotkinInvestment Advisor [email protected] We have written many times in this space about inflation: what it is, how it is calculated, and the impact it has on your financial
Finding The Best Tool
By Nicholas HamnerInvestment Advisor [email protected] If you’re a regular reader, you know I’m a fan of tools. I’ve talked about what tools I own, what I carry, and—most recently—what I
Your 2026 Personal Finance Calendar: January, February, and March
Staying on top of your finances means having a plan throughout the whole year. It’s not just making a budget and balancing your checkbook. There are a lot of things
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Required Minimum Distributions: What They Are And The Common Mistakes People Make
You’re probably familiar with retirement accounts. Your work’s 401(k) or 403(b), or a privately managed Individual Retirement Account (IRA) that you set up yourself. But you might not be as
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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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You Don’t Want To Ration Anything
by Nicholas HamnerInvestment Advisor [email protected] This past weekend, I finally got the family up to Knoebel’s, the traditional no-cost-to-enter-but-rides-cost-tickets amusement park located in the Poconos. Over the course of the