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FRANKly SPEAKING on Do You Have Unclaimed Money?

No one knowingly wants to leave money on the table. And, yet, residents of the United States have a lot of unclaimed cash sitting out there in the ether just waiting to be recovered. Yesterday, I [...]

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FRANKly SPEAKING on 5 Financial Resolutions That Will Prevail Beyond 2019

This is the time of year where people are notorious for making New Year resolutions. Although, a recent report from YouGov.com found that just 26% of Americans plan to make a New Year resolution [...]

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FRANKly SPEAKING on When Can You Retire (comfortably)? Here’s How You Can Find Out

As a CERTIFIED FINANCIAL PLANNER™ professional that specializes in helping Gen Xers and Millennials, “retirement seems so far away” is a common sentiment shared by the majority of the individuals [...]

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FRANKly SPEAKING on Tax Moves You Should Consider Making Before 2019

Now, I am by no means a tax expert. Therefore, this blog post isn’t intended to offer explicit tax advice. However, I am a fee-only comprehensive financial planner. As such, I understand how [...]