Neal Frankle, CFP ®

I know what it’s like to have financial trouble. Both my parents passed away while I was still in High School. I took a tiny insurance settlement to a financial advisor. Rather than help me grow it safely to help me get through college, he churned and burned the account. It was horrible. But this experience made a deep impact on me and helped me really understand what it’s like to be in a tough situation with limited resources and almost no financial understanding. This motivated me to help others by developing a top-rate financial planning firm offering clients a comprehensive range of investment and financial planning services that are customized to clients’ needs. Neal Frankle

Neal has written 1071 awesome article(s).


My folks didn’t understand estate planning basics and it cost me and my siblings huge.   You might already know from reading my story that by the time I was a senior in high school, both my parents passed away.  My brother and sisters and I were scattered to the wind and our family was destroyed.  […]

{ 4 comments }

This may seem really weird coming from me, but the truth is you might not need a financial advisor. Not everyone does. And some people would be far better off with no advisor rather than with the advisor they currently have. Let me share a couple of real stories to illustrate the point. When You […]

{ 0 comments }

When it comes to retirement planning, 1 in 2 people accurately know where they stand.*The other half are almost evenly divided between those who are over-confident and those who are under-confident about what lays ahead. If you are a member of either group it’s time to re-think your position – muy pronto. Here’s why. If […]

{ 2 comments }

Interest rates are still low even though home prices have increased.  Still, homes are still very affordable.  Does that mean you should buy a house no matter what?  What if your credit is down the drain?   Should you buy a house with cloudy credit? I don’t think so. And I’ll illustrate why by sharing […]

{ 2 comments }

If you want to understand mutual fund fees and how they impact fund performance, it’s important to first understand our terms.  The mutual fund industry likes to keep their vernacular nice and muddy so you don’t question what they do with your money.  Let’s unravel that mess right now so you can fully understand what […]

{ 1 comment }

This frugal life I’ve been writing about on the blog is important. In fact, ever since I started writing this blog, I’ve been trying to promote the virtues of frugality.  Why spend money needlessly? I haven’t changed my mind about these things but I did have a unforeseen shift in attitude a couple of years […]

{ 9 comments }