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 […]
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 […]
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
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
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
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
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] We have lived by “Rules of Thumb” our whole lives. I remember my parents saying to me at a young
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Summer break used to feel like an eternity, but as adults, we know it flies by. Before you know it, fall will be
By Jeremy A. Wechsler, Esq.Investment Advisor Representative Gifting is one of the most powerful (and misunderstood) tools in estate planning. Done correctly and strategically, it can reduce taxes, preserve wealth,