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 […]
retirement planning
Avoiding A Big Tax Bomb
By Nicholas HamnerInvestment Advisor [email protected] “The most powerful force in the universe is compound interest,” is a quote usually attributed to physicist Albert Einstein. Did he really say that? Nobody
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
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