Kyle Discusses Changes In The Tax Code
By Kyle S. PlotkinInvestment Advisor [email protected] Heading into 2025, there was a lot of uncertainty around the tax situation facing Americans for 2026. The income tax rates and brackets created by
Medicare
Kyle Plotkin Analyzes the End of the Third Quarter and the Start of the Shutdown
By Kyle S. PlotkinInvestment Advisor [email protected] It’s hard to believe that we’re already three-quarters of the way through 2025. This year has flown by in what seems like an instant,
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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
Health Insurance Rates Are Increasing: Those on the ACA Will See Higher Rates
by Peter R. WechslerPresident & Co-Founder, Franklin Retirement [email protected] Obamacare has been a godsend for many of our clients over the years. Those who left the workforce before they were
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What Should You Do If Your Pharmacy Closes?
by Nicholas A. Hamner, Esq.Investment Advisor [email protected] When Rite Aid filed for bankruptcy protection in May 2025, the company said it would close 75% of its stores. Now that we’re
Peter Wonders if Congress Will Fix Social Security
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] I’m writing this column on our last day in the Canadian Rockies for a conference in Banff. Rob told me it’s very
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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.
What Medicare Doesn’t Cover
I get so many questions on Medicare and, having been on it for a few years, I’m learning the ropes. If it’s a government program then you know it will
You Just Might Get A Raise After All
According to Kiplinger, “Inflation has been on a roller coaster in 2020. First, COVID-19 disruptions cratered prices for gasoline, travel, even car insurance. Summer rebounds in those commodities, as well