Jeremy’s No-Nonsense Guide to Probate
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] “How can I avoid probate?” is probably the most searched question online, at least when it comes to estate planning. Probate has been […]
Taxes
Do You Feel Like a Millionaire? Peter Weighs In.
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] Time seems to be moving so fast, and so does Hagrid’s Magical Creatures Motorbike Adventure roller coaster at Universal Studios in Orlando.
Do You Feel Like a Millionaire? Peter Weighs In. Read More »
What’s New With Taxes For 2026?
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] Whatever and however you celebrate, I hope you have had a happy and merry holidays! At lunch on Monday, Alan—the company comptroller
What Is Your Effective Tax Rate in 2026?
The median salary for adults age 45-54 living in the United States was $71,604 in 2025. In 2026, a person earning between $50,401 and $105,700 falls in the 22% tax
Jeremy Checks if Your Financial House Is in Order for 2026
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As the year winds down, December 31st has a funny way of sneaking up on people. One moment it’s Thanksgiving, the next you’re
Jeremy Checks if Your Financial House Is in Order for 2026 Read More »
Getting A Grip On Capital Gains
by Nicholas Hamner Investment Advisor Representative [email protected] Capital gains describe the increase in value an investor receives when they sell an asset for more than they paid. If you buy $400 worth
The IRS Is Coming for High-Wage Earners
By Nicholas HamnerInvestment Advisor [email protected] We’re going to talk about two things this week. Ready? First, something financial. If you are still working and made more than $150,000 this year,
Kyle Discusses Changes In The Tax Code
By Kyle S. PlotkinInvestment Advisor [email protected] Heading into 2025, there was a lot of uncertainty around the tax situation facing Americans for 2026. The income tax rates and brackets created by
Should You Stop Funding Your 401(k)?!
By Nicholas HamnerInvestment Advisor [email protected] If you use a Windows computer, chances are you see the MSN frontpage when you open your browser. And there was a terrible article on
Wondering Where Your Tax Dollars Go?
Pieces of the Federal Pie Taxes are one of the biggest line items in most people’s budgets—yet for many, it’s still a black box. Where does all that money actually