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
Long Term Care
Spring Cleaning with Jeremy: Estate Planning Edition
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Are we done with freeze warnings and winter yet? Between that and allergy season, I think we are all ready for the weather
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Gift Tax Guide For 2026
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Gifting is one of the most powerful, yet most misunderstood tools in estate and tax planning. In this article, when I mention Gifting,
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 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
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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
Jeremy’s Vital Estate Planning Tip
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I will never forget a call I received when I was still practicing law full time. It was during COVID, so we are
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.
Let’s Not Talk About The Markets…Much
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s Easter weekend, so there’s no sense in ruining what’s expected to be a warm, rain-free holiday weekend… by talking about the