Word Of Mouth Is King
By Nicholas HamnerInvestment Advisor [email protected] A few months ago, a lady in our neighborhood posted on Facebook saying she had made too much bread and asked if anyone would be […]
Retirement Planning
Kyle Recognizes Our Federal Workers This Fourth of July
By Kyle PlotkinInvestment Advisor [email protected] As we celebrate Independence Day, it’s an appropriate time to recognize the men and women who have chosen careers in public service. That includes our
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Jeremy Explains Why the Biggest Retirement Mistakes Aren’t Investment Decisions
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Hope you are having a good first week of summer! The stock market continues to give us plenty to watch—between inflation, interest rates,
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Preventative Maintenance, Everywhere
by Nicholas HamnerInvestment Advisor [email protected] If you looked at the tires on my travel trailer—which I have done because camping season starts in two weeks—you would think they’re fine. No
Jeremy Explains Why Most Estate Disputes Are Preventable
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Solid estate planning is a key component of a retirement plan—at Franklin Retirement Solutions, we like to think of retirement planning like a
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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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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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