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 1056 awesome article(s).


When you sell stocks you don’t own, you sell short. That’s all there is to it. You might ask how it’s possible to sell something you don’t own and why people do this. Good questions. Let’s tackle one question at a time. How can you sell stocks you don’t own? Easy…..you borrow them from a […]

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We spend a good deal of time talking about how important it is to have a financial plan. But what does that look like? Specifically, what questions does a financial plan answer? A good financial plan is designed to put you at ease. It tells you how likely it is that you’ll achieve your financial […]

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Early last year the U.S. Supreme Court mandated that inherited IRAs are not entitled to the same creditor protection as other retirement accounts. Does that mean you should change your IRA beneficiaries? Maybe. We’ll take a look of course but let’s get some perspective first. What is an Inherited IRA? If anyone other than your […]

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It’s smart to take advantage of tax-deferred growth through retirement accounts. But for most people, once you hit age 70 ½ the party ends and you have to take required minimum distributions. If you don’t, you’ll get socked with a whopping 50% penalty. According the Investors Business Daily, over 15,000 taxpayers didn’t comply with the […]

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You don’t need to be a world-class attorney to make smart decisions about protecting yourself and your assets in divorce. But you do need to be mindful, have a little understanding about how investments work and most of all, put your emotions aside. Here are the top 5 steps you can take to make sure […]

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Most of the people you know aren’t on track to retire. Are you? Wells Fargo & Co did a telephone retirement savings survey of 1,000 Americans age 25 to 75 in late 2012. It scared the daylights out of me. Here’s why: Most respondents estimated that they need $300,000 in order to retire and that […]

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