Genuine Solutions To Help Work Towards Your Lifestyle Goals
“With something as personal as your financial security, it is important to work with an advisor you trust and with whom you want to work for the long-term. After all, creating financial strategies, managing your income taxes or maintaining your business’ finances is not a one-time event, it is an ongoing process that requires adjustments as your life, business or goals change. At Franklin Financial Group we are committed to providing you with the tools, services and strategies that will empower you to pursue the lifestyle and retirement you deserve. We welcome the opportunity to assist you along your financial journey. Contact us to take the first step."
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This worksheet can help you estimate the costs of a four-year college program.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Is your estate in order? This short quiz may help you assess your overall strategy.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
That big list of dreams and goals isn't the only way to look at your bucket list.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
There are hundreds of ETFs available. Should you invest in them?