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 1116 awesome article(s).


If you feel like your family is a little off center when it comes to money, you aren’t alone.  I’ve met very wealthy people who find it difficult to strike a balance and I’m convinced this isn’t just a function of how much money they have.  Even though I feel like my family is fairly […]

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You almost need a magnifying glass to see the interest rates banks are willing to pay you these days for the cash you keep on deposit. At the same time, the stock market has been on a pretty sweet roll for several years. As a result of that combination, more and more investors are looking […]

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The following post was first published in August 2011 after a nasty 20% drop in the S&P 500 index.   That was a pretty rough time for investors.  Right now, the market is pushing all time highs.  I thought it might be a good idea to refresh our understanding by taking a look at the market […]

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I’m a huge fan of small business as you know. But sometimes in order to get your business off the ground, you need to borrow money. I wanted to talk to one of the more serious small business lenders out there in order to really understand how small business financing works. As a result, I […]

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If you’ve already created your living trust, that’s fantastic.  You should be congratulated for taking steps to protect all you’ve worked for and for safeguarding your family.  Nice job Pilgrim.  But your job’s not over. You’ve got to review your trust from time to time and update it as your financial life changes, your family’s situation […]

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Believe it or not, your retirement hobbies have a lot to do with your financial future. In fact, they could be the difference between having a successful retirement or not. Here’s why I say this. When you retire you’ll have lots of free time. If you don’t fill it up with some fulfilling activity, you’re […]

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