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    Franklin Planning Blog

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    The Rally in 2019 – A Tale of Two Assets By: Kezia Samuel, CAIA Investment Committee Member Senior VP, Chief Portfolio Strategist

    March 5, 2019

    So far, 2019 has proven to be a very different year in markets compared to 2018. Prospects of a U.S./China trade deal and a “patient” Federal Reserve (Fed) have led to a sharp rally, reversing the losses experienced in 2018. Global stock and bond markets are painting two different forecasts of the global economy: Stocks…

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    How to Prepare For Tax Season -The Tax Cuts and Jobs Act

    February 8, 2019

    The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2019, we can celebrate, and look to even better days ahead. But…

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    Now Is the Time to Seize the Day By Carol Schmidlin

    January 7, 2019

    Last January, the feature articles in our newsletter were “Celebrating the 20th Anniversary of the Roth IRA”, and “Highlights of the Trump Tax Plan”.  Many of you have taken advantage of funding Roth IRAs and doing Roth conversions which may prove very wise. While 2018 has been a year of extreme volatility in the market…

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    Accumulation, Preservation & Distribution Planning By: Carol Schmidlin

    December 14, 2018

    In speaking to hundreds of people approaching retirement each year, I very rarely hear people understanding the three phases of money. Let’s start with the accumulation phase. When we are accumulating assets, we are typically willing to take more risk with this money because we have a long-time horizon. While working, especially in the early…

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    Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC

    November 6, 2018

    We are pleased to announce that Carol Schmidlin, President of Franklin Planning has completed Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC. We are pleased to announce that Carol Schmidlin, President of Franklin Planning completed her semi-annual training with America’s IRA Experts at Ed Slott and Company, LLC in Coronado, Calif.…

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    MEDICARE INCOME PLANNING

    November 5, 2018

    Medicare Income Planning It’s important to keep your Medicare costs in check while taking distributions from your IRAs and other retirement plans. This includes timing of Roth conversions too. Without smart planning for retirement, distributions from 401(k)’s, IRA’s and other plans, can cause higher Medicare costs. Medicare Basics                                                     To understand how distributions can impact your…

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    4 Questions to Ask About Long-Term Care

    October 1, 2018

    As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important. More than half of people turning 65 will require long-term care during their lifetimes, and the costs may be much higher than you expect. In 1980, the U.S. had $30 billion in long-term care spending. By 2015, that figure…

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    September Is Life Insurance Awareness Month

    September 24, 2018

    Life Insurance Awareness Month is winding down. Your journey to financial fitness begins with just one step. Click here for more information.

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    September is Life Insurance Awareness Month

    September 5, 2018

    Danica Says It Best: Life Insurance Is Key on Your Financial Journey September 1, 2018 | Maggie Leyes | 0 chat It’s Life Insurance Awareness Month! And we will just step aside to let spokesperson Danica Patrick tell you why life insurance has always been important to her—and why it should be for you, too. Click here to learn…

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    SEPTEMBER IS LIFE INSURANCE AWARENESS MONTH

    August 29, 2018

    Your journey to financial fitness begins with just one step. It can seem daunting to get all your financial ducks in a row. But the beauty of any journey: It doesn’t happen all at once. Step by step. Goal by goal. Do that next good thing by putting financial protection in place with life insurance.…

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