Polishing Up Your HALO
by Nicholas HamnerInvestment Advisor [email protected] Investors and analysts love their acronyms. Words like FAANG, MAMAA, and GRANOLA have all had their proverbial 15 minutes in the limelight. Fame-seeking pundits are […]
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Beyond Basic Instincts
By Nicholas HamnerInvestment Advisor [email protected] If you’ve been to our office, you know we are deep within nature. We’re surrounded by woods and water and we have all manner of
Kyle Discovers Old Town, New Town, and a New Perspective
By Kyle PlotkinInvestment Advisor [email protected] There’s an old saying I’ve always liked: Americans think 100 years is a long time, and Europeans think 100 miles is a long way. I
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Staff Spotlight: Meet the Team Behind the Scenes—Sean Dougal
By Jennifer SenzickMarketing [email protected] We’re excited to introduce Sean Dougal, our Paraplanner, and take a moment to help you get to know him a little better. While Sean plays an
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Jeremy’s Warning: The Hidden Tax Bomb Waiting for the Next Generation
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] The term “tax bomb” is not new, and it’s often used to describe what some retirees can face if they don’t plan properly.
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Charitably Inclined While Taking RMDs? Peter Can Help
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] First, and most important this week, I’m wishing all the mothers out there a great Mother’s Day weekend. This year Jeremy is
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This Business Isn’t Criminal, But It’s Close
By Nicholas HamnerInvestment Advisor [email protected] We talk about illegal scammers enough. The conmen, the hackers, or the people who text you out of the blue and say you owe some
Rob Explains: Retirement Taxes Don’t Stop at the Federal Level
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] I grew up in Pennsylvania and love the change of seasons, but I am getting very anxious for the summer
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Are Your Seatbelts Still Fastened?
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] If you follow the markets, you are probably thrilled they came back this month after a terrible March. Back in early January
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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