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 1120 awesome article(s).


You and I are told time and time again that the stock market is volatile. It’s a given. But why is the market so topsy turvy? Nobody explains that. How can a stock that was worth $30 a share only a few days (or hours) ago suddenly be worth $15 or $50 per share now? […]

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You might ask yourself if it’s smart to own your own home after you retire. While I think real estate can be a great investment while you are in the accumulation phase of your life, I think it can sometimes be a horrible thing to hold on to once you retire. Let’s look at a […]

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The market has certainly been terrifying lately.   But should you have seen it coming? How long will it continue?  Is it going to get worse? And why is the market so volatile?  These are all great questions.  Sadly I don’t know anyone who can answer (but if you want my opinion, click the video […]

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Lending money to family – especially your kids – is usually a very bad idea for both parties concerned. This is easy to say and hard to execute – I get it.  None-the-less, let’s consider how very destructive this can be by reviewing a real life example. Terry and Nicole were retired and happy. They had […]

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When you think about all the financial questions you could ask, this is probably the most important. Am I right? It’s the fundamental question and one that you’d expect a simple straight-forward answer to. The good news is that there are straight forward answers to this question. The bad news is there is more than […]

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Is it difficult for you to imagine yourself suddenly and unexpectedly falling into a boat load of money? It happens more often than you think. You may not win the lottery but you could inherit a significant amount of money from a loved one. Even if that isn’t on the horizon, it’s very likely that […]

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