Rob Mulls Mid-Year Money Moves
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Today our office is closed in observance of Juneteenth. While there are 10 other major holidays that Americans observed for […]
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Charitably Inclined While Taking RMDs? Peter Can Help
By Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] First, and most important this week, I’m wishing all the mothers out there a great Mother’s Day weekend. This year Jeremy is
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Jeremy Checks if Your Financial House Is in Order for 2026
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As the year winds down, December 31st has a funny way of sneaking up on people. One moment it’s Thanksgiving, the next you’re
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The Smartest Ways to Give to Charity in 2025–2026
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As we head into the holiday season, charitable giving is on the minds of many. Whether you support a favorite nonprofit, your church
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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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A Guide For Gifting in 2025
By Jeremy A. Wechsler, Esq.Investment Advisor Representative Gifting is one of the most powerful (and misunderstood) tools in estate planning. Done correctly and strategically, it can reduce taxes, preserve wealth,