Polishing Up Your HALO
by Nicholas HamnerInvestment Advisor [email protected] Investors and analysts love their acronyms. Words like FAANG, MAMAA, and GRANOLA have all had their proverbial 15 minutes in the limelight. Fame-seeking pundits are […]
asset protection
Your Long-Term Care Options, Explained by Jeremy
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I’m rounding out my first year at Franklin Retirement Solutions in a couple of months, and I couldn’t be prouder of our team
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Kyle Talks Annuities and the Great Rates Today
by Kyle S. PlotkinInvestment Advisor [email protected] Despite pressure from some corners of Washington, Federal Reserve Chairman Jerome Powell announced this week that interest rates will remain unchanged—at least until September.
Estate-Related Scams, Frauds, And More
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Back when I was practicing estate planning law full time, I saw too many people fall into easily avoidable scams. The nature of
Building An “In Case Of…” Case
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] When I was eight years old, Norfolk Southern railroad condensed their depot in my hometown. As part of this downsizing, they
How Much Money Do I Need To Retire?
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] It was 13 years ago (or 13 years, 2 months, and 3 days if we’re being precise) that my daughter came
Avoiding Scams
by Nicholas A. HamnerInvestment Advisor Representative & Director of [email protected] Folks over the age of 65 lost more than $3 billion (with a b) to scammers last year. And while