Newsletter

by Jeremy A. Wechsler, [email protected] I wrote a couple months ago after the election about the likelihood that there would be no cut in the federal estate tax exemption, which

by Michael Hart, CFP®Investment Advisor [email protected] We might have picked a bad time to go to Mexico… Tariffs—those sneaky little taxes on imports—are back in the spotlight, and they’re making

by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Not sure what happened to January. A few short weeks ago when Kyle and I were analyzing our portfolios, I

by Nicholas A. HamnerInvestment Advisor Representative & Director of [email protected] I tell this story often, so if I sound like I’m repeating myself I apologize in advance. A long time

by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] We are just a few days into the new administration, so it’s too soon to see the early stock and bond market

by Kyle S. PlotkinInvestment Advisor [email protected] It’s January, meaning tax season is just around the corner. This year, the IRS has announced that taxpayers can begin filing their 2024 tax

by Jeremy A. Wechsler, [email protected] “Long term care” is the last thing most of us want to talk or hear about. You may have experienced caring for someone, or fear

by Michael Hart, CFP®Investment Advisor [email protected] At Franklin, we meet with clients every day to navigate the complexities of retirement. Of the many things we discuss—investments, Social Security, estate planning,

by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Life often feels like a series of events, with some bigger than others. Some events are pleasurable and others we

by Nicholas Hamner, Esq.Investment Advisor Representative & Director of [email protected] We got our first real taste of winter this week. We had a long string of below-freezing temps and actually