『Solving The Retirement Puzzle』のカバーアート

Solving The Retirement Puzzle

著者: Franklin Retirement Solutions
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  • Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.
    Franklin Retirement Solutions
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エピソード
  • Solving The Retirement Puzzle: High Food Costs, Consumer Inflation, and Annuities in 401(k)s?
    2024/05/22
    In this week's episode of Solving The Retirement Puzzle, three retirement advisors from Horsham, PA's Franklin Retirement Solutions sit down to discuss high food costs, consumer inflation and annuities in a 401k. Nicholas Hamner, Esq. takes a look at how restaurant costs are rising faster than inflation and whether or not issues within the restaurant industry are indicative of a larger economic issue or limited to the nature of the restaurant business. Kyle Plotkin reveals which segments of the Consumer Price Index are most susceptible to inflation and the surprising segments that are experiencing deflation. Finally, Michael Hart reviews BlackRock's decision to insert annuities into some 401k plans.

    Solving The Retirement Puzzle is presented by Franklin Retirement Solutions.
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    38 分
  • Solving The Retirement Puzzle: College Savings, Market Ravings, and Consumer Takings... Sort of...
    2024/05/15
    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.
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    24 分
  • Solving The Retirement Puzzle: Tax Bracket Time Warp, Corporate Behaviors, and Bad Forms
    2024/05/09
    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.
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    30 分

あらすじ・解説

Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.
Franklin Retirement Solutions

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