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 1083 awesome article(s).


Not everyone needs to hire somebody else to help fix their credit. If you’ve got the time and patience and are willing to learn how some of the credit laws work, you can take try sprucing up your credit history on your own. But if you decide that your time is better spent elsewhere, you […]

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If you have a great deal of fear about your stock market investments I have some good news.  There are several ways you can protect yourself against market declines with “insurance”. The question is should you buy this kind of coverage and if so what is the best method to do so? How Do You […]

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Is now the time to get out of the landlord business and sell your rentals? Maybe. I received a call from a very dear lady recently with that question on her mind. She owned a nice little house and had good tenants. Still, she wondered if it wasn’t time to sell. The renters were indeed […]

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If you knew exactly when you were going to die it would be very easy to buy the right life insurance. Pick the policy that expires a day after you do. But since nobody knows exactly when their number is going to be called, it’s a little harder to make the right decision. Here’s an […]

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Reconciling your bank account each month is step #1 for  you if you really want to be successful financially.  That’s because your bank statement tells you how much you spend.  If you don’t know how much you spend each month it won’t matter how much you save or invest because if your spending is out […]

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IRAs can be complicated – but they don’t have to be.  The reality is, there are only a few rules and limitations to be mindful of in order to make maximum use of the available options.  Let’s take a look together and see how straight forward it really is Traditional IRA This is the standard […]

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