Working with Federal Employees
By Kyle S. PlotkinInvestment Advisor [email protected] Americans who decide to work for the federal government are offered a unique set of benefits both during and after their careers that differ […]
Investing
I Bonds: Time to Hold or Cash Out?
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] It seems like 4th of July was just a few weeks ago and now we are heading into Labor Day
Thinking About Selling the House?
By Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] Having been in practice for over 22 years, I’ve seen many folks move, leaving behind their big houses in the burbs.
Key Ages to Know for Retirement Planning
By Kyle S. PlotkinInvestment Advisor [email protected] When it comes to retirement planning, the earlier you start, the better. The sooner you save, the longer your money has to grow. But
An Earnings Season Defined By AI & Tariffs
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] I’m writing this on Thursday, from the comfortable confines of… my office. No travel this week, no travel at all this month.
Looking For Loose Change?
by Nicholas A. Hamner, Esq.Investment Advisor [email protected] Ever since a certain presidential candidate ran a successful campaign on the words “Change” and “Hope”, there sure seems to be a lot
Important Changes to Inherited IRA RMDs in 2025
By Robert E. Quittner, Jr., CFP® & CMFC™ Investment Advisor Representative [email protected] Before diving into this important update, I glanced at my calendar—Peter and I will be out of the
Form 5498 is So Exciting!
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] As I write this missive on Wednesday morning, I’m watching the futures pop as May’s inflation numbers came in as anticipated and
Rob’s Top 5 Hidden Price Tags
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] You have heard this word a lot lately, and I’m only going to say it once in this article… tariffs.
The Markets Hate Uncertainty
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] And By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] The two of us are usually the first ones in most