JLFranklin Wealth Planning Enjoy life. Plan wisely.Enjoy life. Plan wisely.
HomeAbout UsFinancial PlanningInvestment ManagementTax ServicesTipsSeminarsNewslettersClients Only


About Us

Our Team

Joyce Franklin

Tarren Schaar

Danielle Herrerias

Clients

In The News

Contact Us

In the News

Joyce L. Franklin, principal of JLFranklin Wealth Planning, is frequently quoted in the media, in print, on the Web, and on television.

June 2011   529 Plans vs. UTMAs
California CPA

November 2010   Sustainable and Responsible Investing
NorthBay biz

November 2009   Nanny Tax Considerations
Ross Valley Mother's Club

May 26, 2005   Mortgage for the Disciplined
San Francisco Chronicle

June 20, 2004   Mixing Money, Marriage
San Francisco Chronicle

March/April 2004   Inherited IRAs: Planning Tips for Non-Spouse Beneficiaries of IRAs & 401(k) Plans
California CPA Magazine

January 6, 2004   Middle Class and Uninsured
Women's Day

May 6, 2003   State piling up debt to deal with deficit: Nonpartisan analyst calls the strategy 'poor fiscal policy'.
San Francisco Chronicle

March 23, 2003   Another Boomer Is Stung by the Alternative Minimum Tax.
New York Times

September 15, 2002   Bay Area Investors Look For New Strategies - Financial Advisers Say More Diversified Holdings Needed.
Oakland Tribune

August 6, 2002   Worried Investors Switching To Bonds.
San Francisco Chronicle

July 19, 2002   Plan for your financial future.
USA Today

May 1, 2002   Easier To Max Out On 401(k)s - Lifting Of Salary Percentage Limit Expands Options.
CBS Marketwatch

April 12, 2002   The Ultimate Tax Preparation Guide.
TechTV

January 2002   Planning With Sec. 529 College Savings Plans.
California Society of Certified Public Accountants

November 20, 2001   Rethinking Retirement: Fixing Your Portfolio.
KRON

November 6, 2001   New Rules Put Nest Egg Within Reach.
Wall Street Journal

July 11, 2001   The Tax Act's Impact On Seniors.
CBS Marketwatch

December 21, 2000   Financial Planners, Brokers Tell Clients To Wait (And Buy).
Dow Jones News Service

December 19, 2000   Taxes On Incentive Stock Options Are Coming Back To Haunt Some Workers.
CNNfn

Back to Top

Contact Us | Disclaimer | Privacy Statement