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 […]
Taxes
Two Tax Filing Changes You Haven’t Thought About
by Nicholas HamnerInvestment Advisor [email protected] We have talked ad nauseum about the changes to the tax code for 2026. The One Big Beautiful Bill Act added lots of new tweaks
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Peter Wonders How the Economy & Stock Market Will Fare This Year
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] Between the freezing temperatures, the snow, and the volatile stock market, most of us are glad to have January behind us. January was
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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
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.
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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
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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,