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Neal Frankle
Works at Wealth Resources Group
Attended California State University of San Diego
Lives in Los Angeles
967 followers|61,783 views
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Neal Frankle

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cool commentary
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Neal Frankle

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File & suspend is usually discussed as one act, but it's actually two.
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Neal Frankle

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Show your CPA how smart you are....read this friend!
Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year, is considered Single and will use the information on that page to determine eligibility. For a Traditional IRA (Filing Status Married Filing Separately): If you are not covered by a retirement plan at your job and your spouse is not covered by a retirement plan, there is no MAGI limitation on...
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Neal Frankle

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Is you really want to understand what is behind your advisor's suggestions....this should help a lot.
If you are are serious about your investment advisor search, here's the post that ties it all together. How to decide between hiring a stock broker, insurance agent, RIA or CFP. Which is the right choice for you?
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Neal Frankle

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Everything you wanted to know about hedge funds.  Nice post.
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Thanks for sharing, Neal
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Have him in circles
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Neal Frankle

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Every year the IRS produces a list of the dirty dozen tax scams that taxpayers need to be wary of.
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thoughtful......very much worth the read...
Asset Allocation Vs Diversification
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Neal Frankle

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Useful share and great way to start 2015!
Setting goals is important as you plan your finances. Without knowing where you're going, it's hard to tell if you're on track.
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Neal Frankle

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helpful story.....
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Neal Frankle

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Worth the read friends....
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People
Have him in circles
967 people
Steve Nicastro's profile photo
Steven Zussino's profile photo
Zaira  Rada's profile photo
Regine Ecleo's profile photo
Fly Creek's profile photo
Elisha James's profile photo
G.E. Miller's profile photo
Charles Aquarius's profile photo
Laura Hendrix's profile photo
Work
Occupation
Certified Financial Planner
Employment
  • Wealth Resources Group
    Certified Financial Planner, present
  • American Savings Bank
  • Wealth Resources Group
  • Lockheed California Company
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Los Angeles
Previously
Los Angeles - San Francisco - Los Angeles - Jerusalem
Story
Tagline
Helping people make smart decisions about their money so they don't have to worry.
Introduction
I am a Certified Financial Planner (tm) working with people who want to  make smart decisions about their money -- so they don't have to worry.  I grew up with very limited resources and I know what it means to work hard for money.  I believe your money should allow you to achieve those things that you hold most important in life. 
Education
  • California State University of San Diego
  • University of Maryland
  • University of New Hampshire
Basic Information
Gender
Male