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Joe Franklin Ranked as One of Tennessee’s top Wealth Advisors

Chattanooga, TN – February 25th, 2019 – Joe D. Franklin, President of Franklin Wealth Management and CEO of Innovative Advisory Partners ranked as one of Tennessee’s top Wealth Advisors in the Forbes annual Best-In-State Wealth Advisors list…

Bylines Authored by Joe Franklin:

Simple Steps to Prevent Future Family Inheritance Rifts

Forbes.com, July 17, 2015

Joe Franklin, president at Franklin Wealth Management, contributes a byline to Forbes and NextAvenue.org detailing how to sort out inheritance issues. “Unresolved inheritance issues can cause serious rifts between family members even with relatively simple estates,” he says.

This article also appears at:
NextAvenue.org, July 17, 2015

Featured Articles and Videos:

Beyond the Savings Bond: Better Ways to Gift Money to Children

Forbes.com, August 2, 2015

Vanessa McGrady of Forbes.com includes Joe Franklin, president at Franklin Wealth Management, in an article about alternative ways to gift money to children apart from the traditional savings bond. “If held for 19 years and 11 months, the $1,000 invested in these bonds will earn $61.50. But if held for over 20 years, they will earn an extra $1,000. The only time frame worth looking at is 20 years and not holding any longer,” he says.

What Rising Rates Means for You

Forbes.com, July 16, 2015

Beth Braverman of Forbes.com includes Joe Franklin, president at Franklin Wealth Management, in an article about potential interest rate increases from the Fed. “If you’re an investor, longer term bonds are the ones that will be affected the most,” he says.

MarketWatch.com, July 9, 2015

How to Make the 4 Percent Withdrawal Rule Work for You

US News & World Report, May 5, 2015

Kira Brecht of US News & World Report includes Joe Franklin, president at Franklin Wealth Management, in an article about the four percent withdrawal strategy. “Just like an airplane pilot has a flight plan that he or she is to follow when starting out, retirees need a retirement cash-flow plan for their future when embarking on the next phase of their lives,” he offers.

Aging in Place: Are Home Renovations Worth the Costs?

ThinkAdvisor.com, May 4, 2015

David LaMartina of ThinkAdvisor.com quotes Joe Franklin, president at Franklin Wealth Management, in an article highlighting different strategies that retirees can consider when renovating or downsizing in retirement. “In our experience, it’s been a lot easier to downsize to a more elder-friendly home than to renovate an existing house,” he says.

Are Longevity Annuities Ready for Prime Time?

Financial Planning Magazine, April 27, 2015

Donald Korn of Financial Planning Magazine quotes Joe Franklin, president at Franklin Wealth Management, in an article about what deferred income annuities can do for clients, and the challenges they carry. “Clients tend to be very conservative, and they like the idea of a guaranteed increase in the payout by waiting a certain number of years. We’ve had conversations with some of those clients about getting higher income later, if they wait longer,” he says.

The Costly Danger of Putting Extra Money in an IRA

Kiplinger.com, April 16, 2015

Rachel Sheedy of Kiplinger.com includes Joe Franklin, president at Franklin Wealth Management, in an article highlighting the dangers of putting extra money in your IRA. In regard to the six percent penalty rule, Franklin offers that if the investment declined, there’s a silver lining. “If the value goes down, there no tax penalty,” he says.

This article also appears at:
Nasdaq.com, April 16, 2015

The Road to a Tax Free Retirement

Forbes.com, March 12, 2015

Ashlea Ebeling of Forbes.com features Joe Franklin, president at Franklin Wealth Management, in an article about the steps individuals can take to establish a nearly tax-free retirement. Joe offers SIMPLE IRAs and Roth IRAs as an option for people who would like to cut down tax costs.

10 Financial Steps That Will Set You Up for 2015

CNBC.com, January 9, 2015

Nancy Jackson of CNBC.com quotes Joe Franklin, president at Franklin Wealth Management, in an article that outlines 10 steps that will help individuals to better manage their finances in the New Year. Franklin discusses reviewing your current household budget, insurance policies, mortgage payments and important documents.

Early Detection of Alzheimers Would Allow for Better Financial Planning

InvestmentNews, November 18, 2014

Liz Skinner of InvesmentNews quotes Joe Franklin, president at Franklin Wealth Management, in an article about how the newly developed test to detect Alzheimer’s leads to benefits for financial planning. Franklin offers his insight on believing the test will help people become more prepared. “The main thing is what steps you put in place to turn decision-making over to someone else in the family when the person starts to show signs,” he says.

Financial Advisor Fixes a Botched IRA Conversion

The Wall Street Journal, November 12, 2014

Kelly Kearsley of The Wall Street Journal writes an article sharing Joe Franklin’s experience fixing the damage of a client’s IRA conversion. Franklin highlights the importance for advisors to know their client’s complete financial picture before making recommendations. “If you’re a doctor and someone doesn’t want to share their entire medical history, then you shouldn’t prescribe anything. You can’t be giving advice to clients based on inadequate information,” he says.

S&P 500, Dow Halt Winning Streaks, Small Caps Advance

Bloomberg News, November 12, 2014

Oliver Renick of Bloomberg News quotes Joe Franklin, president of Franklin Wealth Management, in an article about the current actions of the market. While the S&P 500 Index halted a five-day rally, small-cap shares rose to the highest level since July, as gains among phone and consumer stocks offset losses in utilities and concern rises over growth slowing in Europe. “Europe is doing everything it can to rev up their economies but the problem with Europe is it’s so fractured that you can’t get them to work together,” he says.

This article also appears at:
MSN Money, November 12, 2014

Helping a Client with Mental Illness

Wall Street Journal Video Network, November 11, 2014

Veronica Dagher of The Wall Street Journal sits down with Joe Franklin, president of Franklin Wealth Management, to discuss ways advisors can help a client with a mental illness. “The first step is to get the family and spouse involved if they are not already. However, for clients that are too difficult, it may be best to cut ties,” he explains.

As Pimco Outflows Soar, Advisors Ask: Should We Stay?

Financial Planning Magazine, November 6, 2014

Suleman Din of Financial Planning quotes Joe Franklin, president of Franklin Wealth Management, in an article about financial advisor’s actions following Bill Gross’s departure from Pimco. Franklin weighs in explaining that his firm still has a few investments left in Pimco bond funds, but moved primarily all fixed-income investments to other fund families. “We immediately got out of the Pimco Total Return fund being run by Gross,” he says.

6 Savvy Moves to Stretch Your Retirement

Kiplinger.com, October 30, 2014

Rachel Sheedy of Kiplinger.com quotes Joe Franklin, president of Franklin Wealth Management, in an article that highlights how to stretch your retirement savings. Franklin suggests to those who expect their tax rate to jump in future years to consider moving after-tax money into a Roth IRA or Roth 401(k). “Paying taxes now and letting the money grow tax-free tends to be more beneficial than the tax deduction of contributing pre-tax money,” he says.

Stocks Rise as Investors Focus on Fed

MarketWatch Radio, October 28, 2014

Joe Franklin, president of Franklin Wealth Management, appears on MarketWatch Radio to discuss the current direction of stocks with host Larry Kofsky. Franklin weighs in on expectations that could come out of the next Fed meeting. “We’ve been getting drunk on easy money from the Fed for several years now. With the easy money going away, we may suffer from a market hangover,” he offers.

Industry Insights with Franklin Wealth Management's Joe Franklin

WealthManagement.com, October 28, 2014

David Lenok of WealthManagement.com sits down with Joe Franklin, president of Franklin Wealth Management, in a video segment to discuss HNW investor personalities. Franklin explains different character traits – including the family steward, the mogul and the accumulator — and how advisors can implement proper financial and estate plans for each group.

Be Ready for that Unexpected Early Retirement

USA Today, September 24, 2014

Rodney Brooks of USA Today includes Joe Franklin, president of Franklin Wealth Management, in an article about how to prepare for an unexpected early retirement. “Determine what age you are independent enough to say, ‘I can keep working if I enjoy it or leave if I don’t like it,’” he says.

This article also appears at:
CNBC.com, September 24, 2014

How to Add Tax Diversifications to Your Retirement Investments

US News & World Report, September 15, 2014

Emily Brandon of US News & World Report quotes Joe Franklin, president of Franklin Wealth Management, in an article that explains how to control tax bills in retirement. Franklin weighs in on the order in which to prioritize retirement saving accounts, explaining that a company 401(k), Roth account, and tax deduction type accounts usually generate the highest returns.

Low Interest Yields Pinch Savers

Chattanooga Times Free Press, September 13, 2010

Dave Flessner quotes Joe Franklin regarding what savers and investors should do about low interest rates.

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