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    Franklin Planning Blog

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

    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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    When Will Interest Rates Rise?

    February 19, 2015

    THE GOOD OL’ DAYS Carol: Conservative investors have realized next to no return on bank CDs, money market funds, and other cash investments since the financial crisis in 2008. This war on seniors and savers has forced investors to choose to earn nothing in cash or use risky investments to generate an attractive return.  Mike:  Expectations…

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