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 1007 awesome article(s).


Does working without pay ever make sense? Yes…but far less often than you might think. When I first started my business I didn’t understand this. I gave away too much of my time to too many people. I thought this might be a good way to transition into my new job.  And I told myself [...]

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If you were 57 years old and lost your job, what would you do? At that age, it’s not so easy to start over.  Her’s an email I received some time ago from a gentleman facing this exact problem: My biggest financial challenge: I am employed and will be losing a job in 4 months; [...]

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Unless you are gluten for punishment, do everything you can to avoid family probate.   Jim didn’t and it cost him over $200,000. Before I tell you Jim’s story, let me give you some background. What Is Probate? When you die, there needs to be a mechanism to pass whatever you own (your estate) to someone else. [...]

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If your current career is fading or leaves you unsatisfied, there is no reason to feel stuck. There are plenty of ways to start a second career no matter what your age is. And the good news is you can be creative and make some serious cabbage at the same time. Set Your Sights Right [...]

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If you want to grow your money for the long-term you should probably avoid buying funds solely based on their 10 or 20 year track record. That’s because it’s highly unlikely that they will turn in a winning track record over the next 10 or 20 years. There are several reasons for this. First of [...]

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With market indexes hitting all time highs these days, it’s tough to know what to do with your money. If you are sitting on $5,000 or $10,000 (or more) you are probably wondering what to do.  Who wants to invest at the top and then get whacked by a downturn?  Nobody.  On the other hand, [...]

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