Getting Frank Blog

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to pass down to your loved ones. It might be worthwhile to do some careful planning and ongoing maintenance. Here are three…[...]

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Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming or intimidating. Ancient philosopher Lao Tzu once said, "The journey of a thousand miles begins with one step."1 Here is…[...]

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Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small businesses can be an asset in helping them succeed when times are rough, there are a few strategies that can make survival…[...]

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For small business owners, ensuring your investment is covered can be considered very important to ensuring the survival of your business after you are gone. One of the ways in which some small business owners do this is by applying for life insurance in the event they were to die before they retire. Life insurance may benefit small business owners…[...]

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Starting a company from scratch can be stressful, no matter how well-prepared you are. Many entrepreneurs can be vulnerable to burnout, which can quickly turn a dream business into a nightmare. What can business owners do to reduce stress and avoid losing their zest for entrepreneurship? Check out these five helpful tips below. Set Boundaries Solid and clearly-communicated boundaries are…[...]

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We generally recommend that everyone has some level of financial literacy to help manage their finances. However, financial literacy becomes even more crucial when you're a business owner. You may wish to become familiar with common terminology and business finance principles to help you stay abreast of trends in a constantly changing market. Here are some concepts that financial literacy…[...]

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With April's federal tax filing and payment deadline on the horizon, Americans are dotting their i's and crossing their t's as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in order to make your tax filing go as smoothly as possible? Here are…[...]

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Planning for retirement is exciting, but it may come with a bit of stress. If you worked hard all your life, now might be the time to relax and enjoy the fruits of your labor. One of the things that you may need to consider is when it is time to begin claiming your Social Security benefits. If you are…[...]

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When was the last time you gave yourself a financial checkup? As the saying goes, there's no time like the present. This is especially true when it comes to reviewing the current state of your finances and figuring out what you need to do to get – or stay – on track so you can pursue your financial goals. To…[...]

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Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it may be worth taking a closer look at your retirement savings. Below, we discuss three possible ways to refresh your retirement plan this spring. Maintain Consistent…[...]

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