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 1019 awesome article(s).


You are probably reading this blog because you want to see some tangible improvements in your financial situation.  I’m with you Pilgrim.  But if you really want to do that you should forget about your money for the time being and get clear on your goals. Crystal clear. Here’s a letter from a young man [...]

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Do you know what it will cost you to live after you stop working? If you don’t know, you probably want to find out. It’s a crucial number. In fact, you can’t have a secure retirement unless you have a handle on this information Pilgrim. Of course the problem is that retirement is a long-term [...]

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ETFs are popular and getting more popular by the day and there are many reasons for this.  But there are also quite a few drawbacks with ETFs.  But before we get too deep, let’s review a few items. First on the list to review is the difference between active and passive investing. This lays at the heart [...]

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Even if you love your spouse to bits, if he or she is spending your money it can drive a deep wedge in the relationship and cost you a lot of loot. Of course this is a very difficult subject to approach in a balanced way. Aren’t couples supposed to share and share alike? Not [...]

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Do you know what your spouse or partner is doing with your money? Is he telling you the truth about everything he spends? Is he really paying the bills like he says he is? Are the loans you co-sign and the investments you make really as secure as he says they are?  What are the [...]

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When you think about how many stocks to own, one word probably comes  to mind – diversification. And when it comes to diversification “the more the better” – right?  If some diversification is good, lots of diversification must be fantastic. Agreed?  Not necessarily. The truth is that if you want to grow your money safely, [...]

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