Beyond Bulls & Bears

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Education

Spryng into Saving for College

As the cost of a college education continues to rise, parents (and their children) are coming up with creative ways to finance it. Roger Michaud, senior vice president and director of sales for Franklin Templeton’s 529 College Savings Plan, discusses some tips and strategies to help fund a college education, including a new platform leveraging the concept of crowdfunding.

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Education

The Least-Known Tax Break?

Gail Buckner, CFP, our personal retirement and financial planning strategist, walks through a little-known tax credit called the “Saver’s Credit” you may want to learn more about.

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Education

Cracking the Code on Social Security Benefits

Gail Buckner, CFP, cracks the code on how Social Security benefits are calculated, and offers some strategies on how to maximize it.

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Education

A Case Study in Retirement Planning: Why It Can Pay to Delay

There are a lot of factors to consider when it comes to retirement. Since January is a month for resolutions, if you don’t have a retirement plan, perhaps formulating one should be one of yours!

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Education

When It Comes to Retirement, 70 Is a Magic Number

If you are approaching retirement, maximizing your potential income is likely on your mind, and it can pay to plan ahead. Gail Buckner, CFP, our ...

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Education

A Fresh Look at DOL and Retirement Issues Under Trump

Now that the US election is over and a change in Washington is ahead, new policies are likely to come to fruition, and old ones may be revisited. ...

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Education

Don’t Plan on Being Average

Even if you are years away from retirement, it’s never too soon to start thinking about how you’ll get there—and how much you’ll need when you are ...

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Education

Social Security Looks Pretty Good. But Medicare’s Another Story.

On an annual basis, the Trustees of the US Social Security and Medicare trust funds provide their report on the current and projected financial ...

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Education

Strategic Beta: Risk-Management Recipe

Exchange-traded funds (ETFs) are now an established item on the investment menu, and there are now many flavors to choose from. Proponents claim ...

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Education

The Retirement Disconnect

Conducted in three countries, Franklin Templeton Investments’ annual Retirement Income Strategies and Expectations (RISE) survey explores ...

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Education

Financing Education Is a Retirement Issue

The rising cost of college has added an additional financial burden for many parents who don’t want to see their children suffer under a mountain ...

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Fixed Income

Global Economic Perspective: April

Perspective from Franklin Templeton Fixed Income Group® Fed Surprises with Dovish Stance amid Mixed US Economic Data US economic data produced ...