Broker Check
The Cost of Procrastination Rightsizing for Retirement What Can a Million Dollars Buy You? The Fed and How It Got That Way

Franklin Chase Financial

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Social Security

When it comes to Social Security (SS), will you be seeking the optimum time to start collecting your benefits

For each year you start before full retirement age, you  LOSE about 6.25% in benefits - PERMANENTLY!

For each year you delay past full retirement, you GAIN about 8% in benefits - PERMANENTLY! 

If married, you and your spouse have timing options from age 62 to age 70 to claim SS benefits. 

How many total options is that?  9 x 9 = 81 !!!

Learn more about Social Security

Investment Returns During Retirement

Do the returns during retirement make a difference in your quality of life?  You Better believe it!

What we are speaking of is called 'sequence of returns.' During times when funds are added or at minimum no withdrawals are taken, as long as the average annual returns are the same, you will end with the same amount of funds.

Once you begin taking funds, the story can be quite different!

View the Sequence of Returns Illustration

Essentials: Tips to Improve your Financial Acumen.

How to Structure a
Buy/Sell Agreement

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 Small Business
Strategy Example

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401k Fiduciary

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