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 1005 awesome article(s).


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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If you are like most people, you probably won’t need life insurance after you retire. Many life insurance argue that you do of course. That’s OK. In 95% of the cases they are wrong. Here’s why. 1. Protection Life insurance is a fantastic way to protect people who rely on you in case you die. [...]

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From the time we are tiny Pilgrims, many of us get the idea that it’s important to make as much money as possible when we grow up. Many of us hold on to that idea for a long time.  While maximizing our potential is super important,there are many condititions that make it smart to earn less [...]

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If you want to make money with your investments, keep your emotions out of the mix. Investment mistakes happen easily when your emotions run high.  And your mindset is the greatest determinant of your financial success. The problem is you can become emotional quickly if you have easy access to your investments. I realized this [...]

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How much money do you need to retire? Of course, part of the answer depends on how you invest your money and how much income those investments generate. But you may be surprised to discover that a far more important determinant of retirement success is your spending.  In any case, we’ll handle both these subjects. But let [...]

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