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 […]
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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
Peter Talks Social Security & the OBBBA
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] You got to love politicians. Remember when Obama promised that we could all keep our same doctors with Obamacare? Right! The new
Time Flies — And So Do RMD Deadlines
By Kyle PlotkinInvestment Advisor [email protected] One thing I’ve come to realize as I get older is that time seems to move faster and faster. I think back to childhood, when
Estate-Related Scams, Frauds, And More
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Back when I was practicing estate planning law full time, I saw too many people fall into easily avoidable scams. The nature of
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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Unplanned Expenses Making You Powerless?
By Nicholas HamnerInvestment Advisor Representative & Director of [email protected] Last Thursday night saw one doozy of a storm. In Bucks County, where I live, the weather moved in and out
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
Market Expectations in Red vs. Blue
By Kyle PlotkinInvestment Advisor [email protected] As I sat down at my desk on Monday morning, I did my usual scan of the headlines and market outlooks for the day. I