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
Income Planning
Rob Explains Social Security Changes for 2027 and Beyond
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] As we proceed through the final quarter of the year, the government is beginning to release its annual adjustments to
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Are Annuities Right For You?
By Kyle PlotkinInvestment Advisor [email protected] Inflation remained stubbornly high in September, with the Consumer Price Index rising 3.7% over the past year. That follows the Federal Reserve’s decision in September
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
Your 2026 Taxes: What Rob Says You Can Still Control
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Back in April, I wrote about the difference between tax preparation and tax planning. Tax preparation looks backward while Tax
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Jeremy Talks About Protecting What You’ve Built
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] We spend a lot of time talking about how to build wealth. This week, I want to talk about something just as important:
Rob Talks About Investment Caution In September
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Wall Street has a saying for nearly every month on the calendar. “Sell in May and go away,” “Buy in
Bowling With The Rails Up
By Nicholas HamnerInvestment Advisor [email protected] Last week marked 12 years since I joined Franklin Retirement Solutions. I think I was employee number six. Maybe seven. Which feels weird to write
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
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Turning the Page on August in the Market
By Kyle PlotkinInvestment Advisor [email protected] This weekend marks the unofficial end of summer. The kids are back in school, the nights are getting colder, and football season is almost here.