How My Father’s Death Transformed Our Practice
“We believe it is important to stay fit physically and financially. Our Wealthfit™ process is at the core of everything we work with clients to accomplish over their lifetimes.” – Joe D. Franklin – CFP® I still remember how everything was turned upside down in September of 2008. Freddie Mac and Fannie Mae were placed […]
The Do’s and Don’ts of Owning Employer Stock
Owning stock in the company you work for, can give you a feeling of ownership and “skin in the game” when it comes to delivering results to the bottom line. For some, it has also been an effective way to accumulate personal wealth and a larger retirement nest egg. While there are some pluses to […]
Freedom and Faith Revisited
The Franklin Family at the base of the Statue of Liberty, Facing the Freedom Tower. Last month, Jennifer and I took the family to New York and Philadelphia, the birthplace of our nation’s independence. We always like to take the kids places to see first-hand what they have been studying in school. Being a part of […]
