Kyle Breaks Down Market Volatility
By Kyle PlotkinInvestment Advisor [email protected] Stock market volatility has remained near the top of investors’ minds in recent weeks. Through July 20, the S&P 500 was still sitting on a […]
Saving for the Grandchidren
Peter Talks Cars and Houses
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s been a while since I penned this column from 35,000 feet up in the air. Rob and I are returning from
Rob’s Grandparent’s Guide to Saving for Kids & Grandkids
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] With the 4th of July behind us, we are officially in the thick of summer. The triple-digit temperatures over the
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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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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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Peter Talks Tax Strategies
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] It’s Wednesday afternoon, and it wasn’t a good day in the market, with the S&P down 1.3% today and 3.2% year-to-date. The
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
Finding The Best Tool
By Nicholas HamnerInvestment Advisor [email protected] If you’re a regular reader, you know I’m a fan of tools. I’ve talked about what tools I own, what I carry, and—most recently—what I
Is The Next Generation Ready?
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] There’s a massive wealth shift happening right before our eyes. According to Fortune, roughly $124 trillion is expected to transfer from older generations
Rob Explains the OBBBA’s Perks for Grandkids
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] A few weeks ago, I wrote about the “Die with Zero” concept—a mindset that encourages people to enjoy their wealth