Don’t Wait Until It’s Too Late
By Nicholas HamnerInvestment Advisor [email protected] In my office there are six plants on the windowsill and another five on a shelf. At the top of that shelf is a Norfolk
risk management
Rob Explains Social Security Changes for 2027 and Beyond
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] As we proceed through the final quarter of the year, the government is beginning to release its annual adjustments to
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Are Annuities Right For You?
By Kyle PlotkinInvestment Advisor [email protected] Inflation remained stubbornly high in September, with the Consumer Price Index rising 3.7% over the past year. That follows the Federal Reserve’s decision in September
Peter Talks About The Breadth Of The Markets
By Peter R. WechslerInvestment Advisor [email protected] On the surface, the stock market looks pretty good. As of Tuesday, the S&P 500 is up 14% year-to-date, but the hypothetical median stock
When Early Retirement Isn’t Your Choice
By Nicholas HamnerInvestment Advisor [email protected] Lane Johnson retired from the Eagles and professional football this week. He played 14 years and leaves the game as a 36-year-old multi-millionaire. That’s a
Jeremy Highlights 5 Estate Planning Mistakes You May Not Have Thought About
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] At Franklin Retirement Solutions, we look at each client holistically, meaning it’s not just investment planning, but income planning, legacy planning, tax planning,
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The 2027 Medicare Annual Enrollment Period (“AEP”)
By Howard PeckSenior Insurance Solutions, LLC267-923-5281 The TV commercials are starting. The postcards and envelopes are filling up your mailbox and text messages and emails will soon be inundating your
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AI, Regulation, and the Markets
By Kyle PlotkinInvestment Advisor [email protected] Artificial intelligence was back in the headlines last week, but this time the discussion was less about what AI can do and more about how
Rob Talks About Investment Caution In September
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Wall Street has a saying for nearly every month on the calendar. “Sell in May and go away,” “Buy in
Bowling With The Rails Up
By Nicholas HamnerInvestment Advisor [email protected] Last week marked 12 years since I joined Franklin Retirement Solutions. I think I was employee number six. Maybe seven. Which feels weird to write