But I’ve Only Owned it a Month!
They are one of the worst aspects of owning mutual funds. Capital gains taxes on funds are charged typically in December, regardless of how long you’ve owned the fund or how much you’ve made over time. Funds might sell appreciated securities for a variety of reasons. Perhaps a stock hit management’s sell target–even in a […]
The Turkey Shot Out of The Oven!
Especially during this time of year, we here at Franklin Wealth Management would like to take the time to thank you for the trust you’ve placed in us. Your continued support and introductions have allowed us to grow and enhance your level of service over the years. We hope that during this holiday season, we […]
The Turkey Shot Out of The Oven!
Especially during this time of year, we here at Franklin Wealth Management would like to take the time to thank you for the trust you’ve placed in us. Your continued support and introductions have allowed us to grow and enhance your level of service over the years. We hope that during this holiday season, we […]
Veteran’s Day
Sgt. Carson Holmquist, SSgt David Wyatt, Gy Sgt. Thomas Sullivan, L.Cpl Skip Wells, PO2 Randall Smith The true soldier fights not because he hates what is in front of him, but because he loves what is behind him.– G.K. Chesterson Every year, Americans come together today to honor our nations service members and heroes, but […]
Buybacks for Better Returns
Have you ever watched Family Feud? Perhaps you were a child when Richard Dawson hosted the game show or maybe you enjoy the current version. No matter, take a moment and: • Name a three-letter word that ends in –ow • Name a chess piece • Name a one-word color for a pair of socks • Name how […]
God Bless America
My dream is of a place and a time where America will once again be seen as the last best hope of earth. – Abraham Lincoln With all of the recent news surrounding use of flags and the upcoming anniversary of our country, we thought it would be instructive to review the history related to […]
Who Gets the Family Jewels?
Several years ago, a long time client of mine passed away and left everything to the step mother of his children. The son, who is also a client of mine, spent many conversations with me detailing his thoughts with regard to how the estate was distributed. The children were not near as concerned about the […]
Remembering our Heroes
Last year when visiting Pearl Harbor, my wife, Jennifer and I were impressed with all that transpired during the war in the Pacific. The visit instilled us with a sense of patriotism that is sometimes hard to come by in these times. We enjoy looking at historical monuments and documents that have been untainted by […]
What Makes Moms So Special?
“Sometimes the strength of motherhood is greater than natural laws.” — Barbara Kingsolver When you think “Mom,” it’s likely your brain conjures up a scent or a story or a song that feels like home. For me it reminds me of the early summer scents that my mother and wife love so much. Every May […]
The Road to a Tax Free Retirement
I was recently quoted in an article that was published in Forbes on how we have worked with one of our clients to reduce Social Security taxes and eliminate his need to take required minimum distributions. To go to the Forbes site to see the article, click here. The Road To A Tax-Free Retirement Ashlea Ebeling […]
