Is the “Wealth Tax” Coming for You? The Best Areas for Millionaires to Retire Today!

Over the past year, we’ve seen a growing number of high-net-worth individuals leave some of the country’s highest-tax states in search of better opportunities elsewhere. But taxes aren’t the only reason they’re moving. In this week’s video, Certified Financial Planner™ Joe Franklin explores where millionaires are relocating in 2026 and the financial and lifestyle factors driving these […]

NEW Social Security COLA Freeze! What Happens When They Eliminate This?

Social Security planning continues to evolve, and staying informed matters. A proposal introduced in 2026 has generated discussion around potential changes to future Social Security cost-of-living adjustments (COLAs) for certain beneficiaries. In this video, Certified Financial Planner Joe Franklin explains: • The details of the proposal • The potential impact on retirement planning • Five […]

New Social Security Bill in Congress: What Happens When They Eliminate This?

Could Congress Eliminate the Social Security Earnings Test? What Retirees Need to Know For many Americans nearing retirement, Social Security plays a major role in their financial plan. But one rule continues to create confusion and frustration for retirees who want to keep working while collecting benefits: the Social Security earnings test. Now, a proposed […]

Working & Receiving Social Security: What Happens When They Eliminate This?

Social Security Update: Claiming Early and Still Working? Here’s What’s About to Change. It’s set to Significantly Impact those retiring BEFORE Age 67! #socialsecurityretirement #socialsecurityupdate #earlyretirement These New potential Social Security changes could dramatically impact retirees as the Senior Citizens Freedom to Work Act of 2026 proposes eliminating the earnings test. This Social Security update […]

How New Social Security Proposals Could Reshape Retirement Planning

Recent Social Security reform proposals are gaining attention- and for good reason. With projections showing the Social Security trust fund could face a shortfall within the next decade, policymakers are exploring changes that could significantly alter how benefits are calculated, taxed, and claimed. While no legislation is final, three major ideas are emerging as leading […]

Retiring Soon? This NEW $35,000 Social Security Cap Changes Everything

These 3 Social Security Changes May Cut Your Chances for a Lasting Legacy (Especially for those claiming at 62) Three new Social Security proposals are gaining attention in Washington — and they could have a significant impact on retirement income planning, especially for higher-income earners. The most controversial is referred to as the “six-figure limit”. […]

Why I Stopped Listening to Suze Orman: A CFP’s Guide to Smart Retirement Planning

When it comes to retirement planning and personal finance, one-size-fits-all advice can do more harm than good. In his latest video, Certified Financial Planner Joe Franklin breaks down Suze Orman’s “5 Rules of Never” and shares practical insights to help you retire early, protect your wealth, and enjoy a healthy retirement. At Franklin Wealth Management, we believe financial decisions should reflect your unique goals, […]

Why I Stopped Listening to Suze Orman: Dangerous “Never” Rules

Retire at 55? Suze Says No — Here’s What She Gets Wrong! #retirementplanningat55 #retireearly #certifiedfinancialplanner In this video we look at Suze Orman’s “5 Rules of Never” episode and rank her advice in the Good, Bad & the Ugly columns, giving detail on why we feel the advice is often flawed. Learn about common money […]

Ray Dalio Warning: China’s Multi-Pronged Attack on the U.S. (How to Protect from Capital Flight)

China’s Global Financial Push, Capital Flight & What It Means for Your Wealth #chinacapitalflight #useconomyimpact #investingstrategies In this video, we break down why China’s growing aggressiveness and resulting capital flight matters to the U.S. economy and your wealth. We explain what capital flight is, the impact of unfair trade practices, tariffs, and dollar devaluation. You […]