Did You Miss the Gorilla?
Last week we hosted our first session of Brain Games in which we found as many ways as we could to trick the audience. We unveiled to them their own biases and ways their own instincts work against them, especially when it concerns investing. It’s especially interesting to see how most people believe that they […]
Plan Early, Plan Smart
The old adage goes, “the early bird gets the worm.” The same rings true of financial independence. Those that start young are more likely to build substantial wealth over the course their lifetime. Those that wait may end up being forced to make concessions on their standard of living during retirement. Millennials are faced with […]
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 […]
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 […]
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 […]
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 […]
Financially Independent Children in the Age of Entitlement
“Father Merchant, Son Gentleman, Grandson Beggar” – Spanish Saying A few years ago, meeting with new potential clients who were considering retirement, it became clear that the biggest hurdle that stood in the way of a successful future was the continued dependency of their adult children. Even though the children were well into their forties, […]
