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    Franklin Planning Blog

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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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    Retire Safe & Secure! with Ed Slott – March 18, 2018

    March 11, 2018

    Congress has just upended 30+ years of the tax code – what does it all mean for you and your family?   More importantly, how can you protect your hard-earned savings?  As a member of the Ed Slott’s Elite IRA Advisor Group, we are excited for his newest public television special, Retire Safe and Secure! with Ed…

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    9 INVESTMENT PITFALLS

    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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