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 […]
Retirement Planning
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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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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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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Retirement Planning for Federal Employees
By Kyle PlotkinInvestment Advisor [email protected] At Franklin Retirement Solutions, we work with all kinds of folks to help them build a secure future and retirement plan. Many of our clients
Doing The Right Thing, The Wrong Thing, Or Nothing.
Whether it’s lack of inertia… or hesitation… or full-blown procrastination, delaying key investment decisions is a good way to miss out on opportunities. As the old saying goes, “You can
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Milestones That Matter with Kyle
By Kyle PlotkinInvestment Advisor [email protected] We celebrated Jaime’s birthday this week here in the office. And while his next birthday is a significant one, he isn’t particularly thrilled to celebrate
Avoiding A Big Tax Bomb
By Nicholas HamnerInvestment Advisor [email protected] “The most powerful force in the universe is compound interest,” is a quote usually attributed to physicist Albert Einstein. Did he really say that? Nobody
Signs You’re Doing Things Right
We’ve all heard the stories about angry customers. A man so angry about the quality of his car that he sneaks into the dealership overnight and leaves a lemon on