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 […]
retirement planning
Two Tax Filing Changes You Haven’t Thought About
by Nicholas HamnerInvestment Advisor [email protected] We have talked ad nauseum about the changes to the tax code for 2026. The One Big Beautiful Bill Act added lots of new tweaks
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Finding The Best Tool
By Nicholas HamnerInvestment Advisor [email protected] If you’re a regular reader, you know I’m a fan of tools. I’ve talked about what tools I own, what I carry, and—most recently—what I
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
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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
The IRS Is Coming for High-Wage Earners
By Nicholas HamnerInvestment Advisor [email protected] We’re going to talk about two things this week. Ready? First, something financial. If you are still working and made more than $150,000 this year,
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