Wrapping Up 2025
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] As I sat down to write this article, I was thinking about how quickly 2025 flew by and how much
financial literacy for retirees
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
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You Get Bad News. Now What?
By Nicholas HamnerInvestment Advisor [email protected] We’ve written before about the specialized training Kyle & I receive to enable us to work with Federal employees. And we’ve written about the workshops
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
Do You Still Enjoy The Roller Coaster Ride?
by Peter R. WechslerPresident & [email protected] It has been a crazy week in the markets, starting last Friday when the president announced new 100% tariffs on China after China announced
Rob Talks You Through The Government Shutdown
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Last Wednesday was another typical outcome in Washington as Democrats and Republicans couldn’t agree on the topic at hand. This time
Things To Do In The 4th Quarter
by Nicholas HamnerInvestment Advisor [email protected] It is now officially the fourth quarter of 2025, which means we’re up by 28 over the Chiefs and it’s time to put the backups