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Blog

Tom Lazenby | Dec 11, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Tom Lazenby | Dec 4, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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Tom Lazenby | Nov 27, 2024

What will the new administration do first?

Investments
Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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Tom Lazenby | Nov 20, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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Tom Lazenby | Nov 13, 2024

Elections & market reactions

Investments
What do presidential elections mean for your portfolio?
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Tom Lazenby | Nov 6, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Performance after rate cuts
Tom Lazenby | Oct 1, 2024

Lower interest rates. Now what?

Investments
Why did the Federal Reserve cut rates? Learn more here.
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Job Growth
Tom Lazenby | Aug 28, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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Estate Plans Primer for Business | Franklin Wealth Solutions
Franklin Wealth Solutions | Feb 21, 2024

An Estate Planning Primer for Business Owners

Estate Planning
As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives
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Set of keys beside miniature house
Franklin Wealth Solutions | Feb 21, 2024

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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A brain surrounded by circles representing brain waves
Franklin Wealth Solutions | Feb 21, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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