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Seasons Change...Life Has Seasons

The road to a comfortable retirement can be easier with a trusted guide to help plan for every season of your life.

In the end, it's not just about retiring, ... It's about how you want to enjoy your tomorrows.

Learn how Franklin Financial Services creates a Holistic plan for you, your family, and the things you care about.  

SCHEDULE A COMPLEMENTARY CONVERSATION

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck