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
Income Planning
Are We Seeing Data Points Or Hearing Alarm Bells?
by Nicholas HamnerInvestment Advisor [email protected] Retail sales dropped 0.6% in July, the largest monthly decrease since May 2025. The University of Michigan’s consumer sentiment index shows weakening consumer confidence in
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Peter Wonders, Is Anybody Happy These Days?
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] The rain held out last Friday until our annual Ice Cream Social & Shredding Event wrapped up at 4pm. At 4:05, the
Rob Explains How to Look Past Today’s Headlines
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Good morning, and welcome to August! The first two months of summer certainly flew by. As we turn the calendar
Shifting Trends in AI
By Nicholas HamnerInvestment Advisor [email protected] AI is in the news again—as it seemingly always is. The past few days saw several developments worth noting, both for what they signal today
Kyle Breaks Down Market Volatility
By Kyle PlotkinInvestment Advisor [email protected] Stock market volatility has remained near the top of investors’ minds in recent weeks. Through July 20, the S&P 500 was still sitting on a
Peter Talks Cars and Houses
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s been a while since I penned this column from 35,000 feet up in the air. Rob and I are returning from
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
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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
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Word Of Mouth Is King
By Nicholas HamnerInvestment Advisor [email protected] A few months ago, a lady in our neighborhood posted on Facebook saying she had made too much bread and asked if anyone would be