Carol Schmidlin

Carol Schmidlin is the President of Franklin Planning and has been advising clients on how to grow and preserve their wealth for 20 years. In addition to her financial planning practice, she is the founder of FedSavvy® Educational Solutions, which provides Financial and Retirement Literacy Programs for Federal Employees. Follow FedSavvy® Educational Solutions on Facebook for the most up to date information. Contact Carol at (856) 401-1101 or visit FranklinPlanning.com.

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Carol Schmidlin's Latest Posts

Accelerate the Tax Efficiency of Roth TSP Distributions

Filed in News by on June 1, 2016 Comments

The author describes a technique known as the “The Back Door Roth TSP Withdrawal” federal employees can use to accelerate their tax benefits in retirement.

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2016 Financial Resolutions

Filed in News by on January 3, 2016 Comments

Does your personal financial plan need a tune up in the new year? The author offers some suggestions to consider as part of your new year’s financial resolutions as you plan for retirement and the long term needs of your family.

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Know Your Limitations on Social Media

Filed in News by on December 7, 2015 Comments

How can you avoid violating the Hatch Act while you are on the clock? The authors spell out what new guidance from the Office of Special Counsel says about proper use of social media for federal employees while they are at work.

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Tax Favored ABLE Accounts For Special Needs Children

Filed in News by on November 18, 2015 Comments

Congress recently introduced a new type of account for young, disabled individuals; the Achieving a Better Life Experience account, or ABLE account for short. The author describes how these accounts work for saving money for an individual with special needs.

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Guidelines to Help You Prepare for Your Retirement ‘Graduation’

Filed in News by on July 23, 2015 Comments

Are you on the cusp of retirement? These are some tips to keep in mind as you plan this next phase of your life.

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Avoid Mistakes When Changing Your TSP Election

Filed in News by on May 27, 2015 Comments

Changing your TSP contribution election to add the Roth option can be a little tricky. If done wrong, this could cause a FERS participant to lose out on thousands of dollars. The author explains by way of a real life example how this can happen and how to avoid making the mistake yourself.

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Spring Cleaning for Your Financial Portfolio

Filed in News by on May 13, 2015 Comments

Spring Cleaning is basically just trimming away the excess, updating, and even evolving. It’s a great idea to do this with many areas of your life, including your retirement portfolio. The authors outline three simple steps you can take to put your spring cleaning plan for your retirement savings into action.

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March Madness and Taxes

Filed in News by on March 18, 2015 Comments

March Madness is here! Yes, there’s the NCAA tournament, but the author reminds readers that it’s also tax season and provides some general tips to keep in mind as April 15th approaches.

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