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    Franklin Planning Blog

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    Women and Investing

    July 31, 2017

    Preparing for the future is one of the most important aspects of financial strategizing, and a lack of involvement often leaves women, in particular, potentially exposed to financial hardships later in life. Don’t expect a spouse, partner, or other family member to help ensure financial security.   Women investors face several challenges to helping build…

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    Invest Lifestyle Expenses on Memorable Experiences

    June 28, 2017

    Financial envy is even more of a thing now than it was back in 1913 when cartoonist Arthur R. “Pop” Momand debuted the comic strip “Keeping Up with the Joneses,” which centered on the misadventures of Aloysius P. McGinnis and his family, who were always trying to keep up with their never-seen neighbors, the Joneses. [i]…

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    Do Your Children Understand Money?

    June 19, 2017

    Are the young people in your life financially literate? By helping them learn about money, you give them an important head start on important life skills like developing good savings behavior, living within their means, and avoiding many common financial pitfalls. Unfortunately, many young Americans are not learning the right financial lessons. Research shows that…

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    Simple Tips for Ramping Up Your Retirement Savings

    May 31, 2017

    No matter where you are in your life, saving for retirement is likely one of your most important financial goals. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some straightforward ways to maximize your savings.

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    5 Estate Questions to Ask About Real Estate

    May 24, 2017

    Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy,

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    Are Your Emotions About Money Derailing Your Financial Future?

    May 17, 2017

    Do You Understand Your Emotions About Money? If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you know that our relationship with money isn’t completely rational.

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    Inspiring Women

    May 1, 2017


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    $88 Million Left Unclaimed in TSP

    April 16, 2015

    Do you have unclaimed money in the TSP? In the past five years, unclaimed funds in accounts have built up to a sum of more than 88 million dollars. This money is just sitting there, untouched and unused, waiting for someone to claim it. In previous years, the TSP provided lists of these unclaimed accounts…

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    8 Threats for Retirement Accounts

    March 3, 2015

    While supporters of President Obama’s 2016 Fiscal Budget say the budget will make it easier to save for retirement, the proposal is giving mixed messages when it comes to retirement planning.  I have identified eight budget provisions that would have a negative impact to many retirement accounts. 1.       Limit Roth Conversions to Pre-Tax Dollars –…

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    Turn Your Taxable Portfolio Into a Tax-Free Retirement Account

    February 19, 2015

    Long-time federal workers have a unique opportunity for tax-free retirement income…but immediate action is vital. Under President Obama’s proposed budget, aftertax rollovers to Roth IRAs will end next year. Throughout 2015, Civil Service Retirement System (CSRS) and CSRS Offset employees can still lock in the benefits. THE REWARDS OF ROTH IRAs Savvy investors understand the advantages of…

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