Archive for category: Blog

Death Has a Cost – Beneficiary Liquidity Plan^®

Talking About Sex Won’t Get You Pregnant…

Talking about dying won’t make you die.

Source- Beneficiary Liquidity Plan^®  

No one wants to talk about the end of their life. But prepared or not, it is still going to happen. And there will always be a cost associated with it whether it’s the simplest of cremations or the most traditional of funerals.

Having a Beneficiary Liquidity Plan^® will give families peace of mind from the financial stress so they can focus on the hundreds of decisions that will need to be made.

Don’t take it from me.  We interviewed one of the nation’s leading experts when it comes to all things funeral planning. In episode two, we talk about the costs associated when a loved one dies, the struggles with financial decisions and how families can plan for this process. Please call our office at 856-401-1101 email karen@frankliplanning.com to find out more.

How the Fed’s Interest Rate Cut Could Affect Military Families

Source: Military.com | By JJ Montanaro

Marine Corps Gunnery Sgt. Patrick Dooley, assigned to the 12th Marine Corps District, tours Broadway Pier with his daughter during Fleet Week San Diego 2023.

As a military retiree and a financial planner, I’ve seen firsthand how the unique challenges faced by the military community amplify changes in the economy and U.S. government policy.

On Sept. 18, the Federal Reserve implemented a larger-than-expected, 50-basis-point (0.5%) interest rate cut, and while many may view this through a broad economic lens, I want to take a moment to look at how this affects military families, in particular. Follow link to read more. https://bit.ly/3N7omG4