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
Newsletter
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
A Tip From Jeremy To Beat The IRS
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Summer break used to feel like an eternity, but as adults, we know it flies by. Before you know it, fall will be
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
Planes, Trains, and Federal Benefits
By Nicholas HamnerInvestment Advisor Representative & Director of [email protected] Kyle and I spent the latter half of last week in Chicago for a boot camp on federal employee benefits. We
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