J.M. Franklin & Company, LLC

Directions Website

J.M. Franklin & Company, LLC J.M. Franklin & Company, LLC is a family owned boutique retirement planning organization started in Securities offered through LPL Financial. Member FINRA & SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. www.finra.org and www.sipc.com
Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and JM Franklin & Company LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/17/2026

The applicable exclusion amount allows you to pass a certain amount of your property free from federal gift and estate tax.

10/16/2026

Valuation is any method used to assign a dollar value on property or business interests for federal gift and estate tax and federal generation-skipping transfer (GST) tax (together referred to here as estate taxes) purposes. Knowing the value of your property may help you estimate and plan to reduce...

10/15/2026

Although income is usually taxable, there are a number of vehicles that can produce tax-free income. Examples of tax-free income can include:

10/14/2026

Did you know you may be able to "undo" or recharacterize regular (i.e., non-rollover) IRA contributions? In effect, you get to treat a contribution to one IRA as having been made directly to a different IRA.

10/13/2026

Your principal residence offers a number of potential tax benefits, including the ability to deduct the mortgage interest and real estate taxes that you pay. You may also be able toexclude some or all of any capital gain resulting from the sale of your principalhome from federal income tax.

10/12/2026

A charitable gift is a contribution of cash or property to, or for the use of, a qualified charity. A gift is "for the use of" an organization when it's held in a legally enforceable trust for the qualified organization or in a similar legal arrangement. Americans give billions of dollars to chariti...

10/11/2026

Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.

10/10/2026

You subtract certain deductions from your adjusted gross income (AGI) to determine your taxable income. You can subtract either the standard deduction or itemized deductions. The standard deduction is a fixed dollar amount determined according to your filing status and circumstances. Itemized deduct...

10/09/2026

A tax credit is available for qualified plug-in electric drive motor vehicles, including passenger vehicles and light trucks, acquired after 2009. A qualified plug-in electric drive motor vehicle is a vehicle:

10/08/2026

What does the rise in short-term options trading mean for long-term investors?

Address

660 White Plains Road, Suite 530
Tarrytown, NY
10591

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when J.M. Franklin & Company, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category