Early Detection of Alzheimers Would Allow for Better Financial Planning
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 […]
10 Financial Steps That Will Set You Up for 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.
The Road to a Tax Free Retirement
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.
The Costly Danger of Putting Extra Money in an IRA
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. […]
Are Longevity Annuities Ready for Prime Time?
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 […]
Aging in Place: Are Home Renovations Worth the Costs?
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.
How to Make the 4 Percent Withdrawal Rule Work for You
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 […]
What Rising Rates Means for You
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.
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…
Beyond the Savings Bond: Better Ways to Gift Money to Children
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 […]
