Don’t Wait Until It’s Too Late
By Nicholas HamnerInvestment Advisor [email protected] In my office there are six plants on the windowsill and another five on a shelf. At the top of that shelf is a Norfolk
Retirement Planning
Rob Explains Social Security Changes for 2027 and Beyond
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] As we proceed through the final quarter of the year, the government is beginning to release its annual adjustments to
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When Early Retirement Isn’t Your Choice
By Nicholas HamnerInvestment Advisor [email protected] Lane Johnson retired from the Eagles and professional football this week. He played 14 years and leaves the game as a 36-year-old multi-millionaire. That’s a
Jeremy Highlights 5 Estate Planning Mistakes You May Not Have Thought About
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] At Franklin Retirement Solutions, we look at each client holistically, meaning it’s not just investment planning, but income planning, legacy planning, tax planning,
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Your 2026 Taxes: What Rob Says You Can Still Control
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Back in April, I wrote about the difference between tax preparation and tax planning. Tax preparation looks backward while Tax
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Peter Talks About the Social Security COLA
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s not yet official, but it looks like Social Security checks will be going up by 3.6% in January. That’s good news
AI, Regulation, and the Markets
By Kyle PlotkinInvestment Advisor [email protected] Artificial intelligence was back in the headlines last week, but this time the discussion was less about what AI can do and more about how
Jeremy Talks About Protecting What You’ve Built
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] We spend a lot of time talking about how to build wealth. This week, I want to talk about something just as important:
Rob Talks About Investment Caution In September
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Wall Street has a saying for nearly every month on the calendar. “Sell in May and go away,” “Buy in
Bowling With The Rails Up
By Nicholas HamnerInvestment Advisor [email protected] Last week marked 12 years since I joined Franklin Retirement Solutions. I think I was employee number six. Maybe seven. Which feels weird to write