Do Yourself a Favor on Thanksgiving
Thanksgiving is one of my favorite times of the year. Not just because I’m surrounded by spectacular cooks who create some of my favorite dishes or round the clock football games. It is also the time of the year where we take time to say thank you and think of all that we have to […]
RISE UP – A Tribute to Patriots Day
What Do Falcons Do? “RISE UP” This past weekend we took our Franklin Wealth Management team to Atlanta for the weekend to see the Falcons in their opening game against the Saints. Our team has been working hard to achieve the many goals we set for them and this past weekend was a reward well […]
Attorneys Win: Inherited IRAs Lose Protection
Last Thursday in our Inherited IRA Workshop we discussed how the Supreme Court has determined that some retirement accounts should no longer be considered retirement accounts. In June, a ruling written by Judge Sonia Sotomayor determined that Heidi Heffron-Clark, who inherited an IRA from her mother in 2001 and filed for bankruptcy nine years later, could not shield […]
Do You Really Know What You Own?
WALL STREET’S PIGS AND WOLVES Brokerage firms are finding many stealthy ways to market proprietary products and strategies these days. We wrote about some of these conflicts of interest in our blog a few weeks back entitled Wall Street’s Pigs and Wolves. There are many good advisors at brokerage firms that are primarily focused on providing good advice […]
Freedom and Faith
Last week Jennifer and I visited New York City. Upon entering Manhattan, we were impressed with how clean and safe it now feels. One thing that was exceedingly evident is how the new Freedom Tower stands out above the rest of the New York skyline. Standing at 1776 feet to commemorate the year of our […]
Which Comes First, Happiness or Success?
“It’s the lens through which your brain views the world that shapes your reality. And if we can change the lens, not only can we change your happiness, we can change every single educational and business outcome at the same time.” ― Shawn Achor, The Happiness Advantage This past week Tyler and I had the opportunity to […]
