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 […]
Taxes
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
Getting Life (and Finances) in Order with Jeremy Wechsler
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I came across a piece in The Wall Street Journal recently by Jonathan Clements, longtime personal finance columnist who recently passed. Jonathan had spent a
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Jeremy Discusses Estate & Death Taxes—Mid-2025 Update
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Two things in life are certain—death and taxes. Even more fun, they’re usually combined. Thankfully at the federal level, the exemption for estate
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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
An Earnings Season Defined By AI & Tariffs
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] I’m writing this on Thursday, from the comfortable confines of… my office. No travel this week, no travel at all this month.
Peter Talks Social Security & the OBBBA
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] You got to love politicians. Remember when Obama promised that we could all keep our same doctors with Obamacare? Right! The new
Time Flies — And So Do RMD Deadlines
By Kyle PlotkinInvestment Advisor [email protected] One thing I’ve come to realize as I get older is that time seems to move faster and faster. I think back to childhood, when
Peter Wonders if Congress Will Fix Social Security
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] I’m writing this column on our last day in the Canadian Rockies for a conference in Banff. Rob told me it’s very
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