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    Franklin Planning Blog

    We’re committed to helping you make informed decisions about your financial future.


    March 8, 2018

    The financial markets reached record highs in 2017, reflecting a growing economy. Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate. Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem…

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    Is a Roth Conversion Right For You?

    January 10, 2018

    When you convert an IRA to a Roth IRA, your pre-tax funds will be included in your annual income, but the trade-off could mean a BIG tax benefit down the road. Find out if a Roth conversion is right for you: http://ow.ly/cWhJ30hBN5W #20YearsOfRoth #EliteIRAAdvisor

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    Happy Anniversary! Celebrating the 20th Anniversary of Roth IRAs

    January 10, 2018

    This January marks the 20th anniversary of Roth IRAs! In honor of this milestone, I’ll be sharing Roth IRA tips and facts throughout the month. #20YearsOfRoth #EliteIRAAdvisor

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    January 10, 2018

    On December 22, 2017, the Tax Cuts and Jobs Act was signed into law. This far-reaching piece of legislation will overhaul the tax code. But what does it all mean for you and your retirement plan?  Here are some highlights. Click here for full article.

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    WEBINAR: Long-Term Care Awareness

    November 27, 2017

    Join us on Wednesday, November 29th at 12:00 pm EST As a financial professional, one of the most important parts of my job is to protect clients against large losses, especially those that can tear a family apart.

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    End the Year on a Financial High Note

    November 22, 2017

    The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few steps now could help you reduce your tax liabilities—and start…

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    November is Long-Term Care Awareness Month

    November 13, 2017

    Our goal is to raise awareness of an issue that touches so many aspects of our lives and the lives of our loved ones. I have witnessed the physical, emotional and the financial devastation of a family with a loved one that has a chronic illness or disability. I have also witnessed families that have…

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    7 Questions You Must Ask to Keep a Financial Adviser Honest (by Tony Robbins)

    October 18, 2017

    Doctors, lawyers, and certified public accountants in the United States are legally required to act in the best interests of the people they serve. Yet financial advisers get a free pass. There are more than 200 different designations for financial advisers, including “financial consultants,” “wealth managers,” “financial advisers,” “investment consultants,” “wealth advisers,” and — in…

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    WEBINAR: Are You Prepared for Five Long-Term Challenges Investors Now Face?

    September 11, 2017

    Join us on Thursday, September 21st at 11:00 am EST Join us for an informative webinar where we will address five challenges currently facing investors. What has worked well over the last three decades my no longer be enough.

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    Examining North Korea and the Markets

    August 21, 2017

    No one wants to see a clash between two nations with nuclear capabilities. So, when the war-of-words between North Korea and the U.S. reached a new level earlier this month, markets briefly stumbled as investors grew uneasy. While we don’t normally opine on geopolitical events, we wanted to help ease any financial worries you may…

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