Common Questions – Week of March 2nd, 2026
We hear a lot of the same questions over and over. It tends to happen when you’ve been in business as long as we have and you’ve helped as many […]
finance facts
Common Questions – Week of February 23rd, 2026
At Franklin Retirement Solutions, we hear a lot of the same questions over and over. It tends to happen when you’ve been in business as long as we have and
Your 2026 Personal Finance Calendar: January, February, and March
Staying on top of your finances means having a plan throughout the whole year. It’s not just making a budget and balancing your checkbook. There are a lot of things
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Welcome to 2026: Reflections, Markets, and What’s Ahead
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Good morning, everyone, and welcome to 2026! Having Christmas and New Year’s right in the middle of the week throws
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Required Minimum Distributions: What They Are And The Common Mistakes People Make
You’re probably familiar with retirement accounts. Your work’s 401(k) or 403(b), or a privately managed Individual Retirement Account (IRA) that you set up yourself. But you might not be as
Required Minimum Distributions: What They Are And The Common Mistakes People Make 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 Government Is Open. What Does That Mean?
by Kyle S. PlotkinInvestment Advisor [email protected] This week marked the end of the longest government shutdown in U.S. history, with the president signing a budget bill into law on Wednesday
Peter Predicts The Future of Social Security
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] First, I wanted to thank so many clients for the birthday wishes last week. One couple gave me a custom bobblehead with
Is The Next Generation Ready?
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] There’s a massive wealth shift happening right before our eyes. According to Fortune, roughly $124 trillion is expected to transfer from older generations
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