Getting Frank Blog
If you're a business owner, you are likely the Chief Everything Officer at work and have many responsibilities. A business owner's situation is unique since they are asset-rich and cash-poor because their wealth is in their business-literally. Regardless of the income a business generates, the ages of the owners, or how many employees it has, a business financial plan can…[...]Continue Reading
With the signing of the Omnibus Appropriations package into law, both employees and employers can take advantage of more than 90 new provisions aimed at creating opportunities to create or modify workplace retirement plans and strategies. Read below for a helpful overview of important information about the SECURE Act 2.0 and how it may impact you and your financial and…[...]Continue Reading
Regardless of how much money you have today; you may still want to know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence. To figure out your net worth, you should calculate the amount by which your assets…[...]Continue Reading
Whether you're just starting your career or are planning to retire this year, it's never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement. Start early Saving for retirement…[...]Continue Reading
The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies. 1. Focus On Your Goals Before any competition, athletes spend…[...]Continue Reading
As the year has still just begun, probably the last thing on your mind is filing your taxes in spring. But if you start assembling the necessary documents and information now, you may experience less stress and be in a far better position come April. Luckily, tax day is a few days later than usual in 2023—since April 15 falls…[...]Continue Reading
When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your…[...]Continue Reading
Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you'll find a useful countdown of the five biggest steps to developing a…[...]Continue Reading
When it comes to New Year's Resolutions that include financial goals, writing them down and being visible could be essential to your success. After you've written down what your financial resolutions for the New Year are, tell others about your progress and failures. Here are some things you may want to focus on this year: Decrease your spending The less…[...]Continue Reading
For many investors, this year has been a wild ride—with interest rate increases, a crypto implosion, and whipsawing values in the major market indices. It might be tough to catch one's breath and look ahead to next year. But the end of the year is the perfect time to take stock of your investments, evaluating what worked, what didn't, and…[...]Continue Reading
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Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth® Partners, an SEC-registered investment adviser (RIA).
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