15 MAY 2024 · In this weeks' episode of Solving The Retirement Puzzle, three retirement advisors from Horsham, PA's Franklin Retirement Solutions sit down to discuss tax-advantaged college savings plans, colloquial market strategies, and the Consumer Price Index. Nicholas Hamner, Esq. takes a look at 529 college savings plans and how recent changes to the plans have made it easier for grandparents to contribute to their grandchildrens' college savings. Kyle Plotkin looks at the phrase "sell in May and go away" and market results to see if there's any truth to the mantra. Finally, Michael Hart brings us up to speed on the Consumer Price Index as it relates to rising inflation.  Solving The Retirement Puzzle is presented by Franklin Retirement Solutions.

9 MAY 2024 · In this weeks' episode of Solving The Retirement Puzzle, three retirement advisors from Horsham, PA's Franklin Retirement Solutions sit down to discuss tax bracketing throughout history, corporate behaviors in the face of relentless recession fears in the media, and improperly filled out forms. Nicholas Hamner, Esq. takes a look at the modern tax brackets and compares them to the more complex bracketing from 1963. How would someone living in 1963 make out today, tax-wise, and what would someone pay today if they were using the 1963 brackets? Kyle Plotkin covers the constant predictions of a recession by financial media and compares it to the actions of major companies who aren't acting as if a recession is at the doorstep. Finally, Michael Hart reviews mistakes he's seen on forms brought in by former DIY investors and the consequences those mistakes could have had.Solving The Retirement Puzzle is presented by Franklin Retirement Solutions.