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Investing Blog - JLFranklin Wealth Planning

The financial world makes a lot of news. Our blog offers timely commentary and time-tested tips that can help you make sense of what’s happening.

Donor-Advised Funds

Donating stock instead of cash to fund your charitable giving can increase your wealth. If you hold low-basis securities (i.e., stocks or funds acquired for much less than they’re worth today), consider using them to fund the majority of your charitable donations

How to Hire a Financial Planner

Increase your chances of success by taking time to do your research before choosing a financial planner, and be sure to interview at least two candidates before you commit. Understand the fee structure, since any fees are a headwind to your portfolio returns

Long-Term Disability Insurance

If you can buy it, an “own occupation” long-term disability policy is best. Own occupation coverage provides protection in the event of a disability that precluded you from earning the salary that you are accustomed to earning. Any benefit payments received will be tax-free,
Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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