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 1013 awesome article(s).


If one of your life goals is to be rich I have some most excellent news for you. You don’t need to be swimming in cash in order to be well-off. Not by a long shot. And I think that once you consider the facts, you’ll agree. Let’s explore this together. What Does Rich Mean? [...]

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It’s hard enough when your marriage is on the fast track to Splits Ville.  Please don’t let the situation go from bad to worse by allowing your credit score go down the tubes with it. And make no mistake. If your marriage is on a one-way street to divorce court you have to take precautions [...]

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It can be very difficult to get your spending under control.  This is even more true when you are married or in a serious relationship. That’s because your idea of necessary spending might be your wife’s idea of being foolish.  Those different view points can lead to serious problems at home and a stalemate when [...]

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If you are thinking about retiring soon, you’re undoubtedly concerned about steep market declines. Once you stop working it’s harder to ride through those ups and downs – especially if they are dramatic.  My experience tells me that if you are near or in retirement the anxiety is there regardless of how well your investments [...]

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If you want to know how to invest well and achieve your long-term goals please understand that there are certain funds you should never ever even think about owning. That’s not to say you can’t make money at one time or another owning these funds. You can.  But unless you can predict the future, you’ll [...]

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Have your mutual funds ever declined in value on a day when the market went up? How can that happen? Does it mean you’ve got stinky funds that need to be dumped? Well….you may indeed have odorous investments but the daily performance isn’t necessarily a good indicator of it. It’s important to understand your funds’ [...]

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