Franklin Retirement Solutions Blog

Retirement, Income, Tax & Estate Planning.

Recent Articles:

  • The Markets STILL Don’t Care Who Wins - A few weeks ago I penned an article titled “The Markets Don’t Care Who Wins”. I discussed the correlation, or lack thereof, between presidents and stock market returns. As the election draws closer these discussions invariably pick up momentum, and so do the news articles. Last week I came across an article titled “Presidents don’t…
    Read more
  • The Pandemic Is Causing Folks To Alter Their Retirement Plans - Earlier this week, I spoke with a friend of mine who is an advisor in the Midwest. He told me that since the pandemic hit, he’s lost quite a number of clients while many others went to cash. At Franklin Retirement, we had about 7% of our clients go to cash for a short period.…
    Read more
  • Simplify, Simplify, Simplify - by Marlene Stocks Owner, Senior Transition Services Henry David Thoreau’s advice from “Walden”, the well-known book first published in 1854, reflects the author’s goal of simple living, that could easily be viewed as a contemporary mantra. We routinely stumble across the concept of “simplify”. Simplifying one’s life often appears on New Year’s Resolutions lists. Millennials,…
    Read more
  • Insurance During Life, or Life After Insurance? - Few people enjoy a conversation about life insurance, yet it can solve a host of concerns for folks. Life insurance can be an option for legacy planning, caring for special needs children and grandchildren, helping pay for long term care, or spousal income replacement. Here are some important things to consider as you work through…
    Read more
  • Amazon or Scam-azon? - On Easter Sunday we again saw the President go after Amazon.com. Much has been written about Amazon lately, especially as more and more retailers close brick & mortar locations. The President’s tweets, however, were in response to the supposed “bad deal” the e-retailer had struck with the Post Office (USPS) and how it was a…
    Read more
  • A Review Of The First Quarter 2018 - I know it hasn’t been fun and I know most of us have had our share of roller coaster rides over the years, but it feels like we’re on a ride again. The first quarter of 2018 saw a return to what we can consider “normal” levels of volatility, after a period of historic low…
    Read more
  • Over 70 ½ And Charitably Inclined? - Are you 70 ½ and taking Required Minimum Distributions (RMDs)?  If so and if you are charitably inclined-whether to your church, synagogue or favorite non-profit-you should read on. Tax season is well underway. Best of luck to everyone as you complete your 2017 tax returns. Of course, one of the big topics of discussion around…
    Read more
  • What Not To Buy For The Holidays - We’re in the middle of the holiday season, which means plenty of folks—myself included—are out shopping for gifts and looking for deals. And since everything seemingly is on sale, now is a great time to buy things for around the house… right?   Wrong, apparently. Kiplingers put out an article recently on products you should…
    Read more
  • Response To The AARP’s Annuity Article - You may have seen a column by Jane Bryant Quinn in this month’s AARP Bulletin about Fixed Indexed Annuities (FIAs). Fixed indexed annuity sales totaled more than $60 billion in 2016 and continue to grow as an asset class for retirees and pre-retirees. Ms. Quinn’s concerns are somewhat valid, but not wholly accurate. To wit: “Salespeople might…
    Read more
  • What’s The True Cost of Care? - By Matt Sussman, CLTC Genworth Financial recently released their 2017 cost of care survey and the results may have you cleaning coffee off your screens. The results reflect the median cost of long term care services, which increased by 4.5% from 2016 to 2017. This is the second highest year-over-year increase in cost for long-term…
    Read more
Call Now ButtonCall