Ask Frank, Atlanta, GA (2026)

08/27/2026

Who’s the CFO and who’s the CEO in your household? 🏡 (And when are you switching? 🔄)

In a healthy financial partnership, shared control isn’t just about access—it’s about roles.

🧾 The CFO handles the day-to-day:

- Manages accounts
- Pays bills
- Tracks spending
- Sets and monitors the budget

📈 The CEO takes the big-picture view:

- Reviews retirement savings and debt
- Makes decisions on big purchases
- Reads key documents (insurance, estate plan, etc.)
- Keeps an eye on long-term goals

🎯 The secret? Define the roles. Then swap them every 6️⃣ months.

Why? Because life happens. One person may be out of commission or just burned out. Rotating roles keeps both people financially capable, informed, and empowered.

✅ Want a financial partnership that runs like a team?

➡️ Follow us for tools to build shared control and stronger money habits.

08/26/2026

Officially rebranding as a hot dog company for the day. 🌭 Happy National Dog Day from the Frank team and our favorite chief morale officers! 🐶

08/25/2026

Main character energy is knowing your exact financial standing. 💅✨ Let Frank monitor the background details so you don't have to stress about missing anything big.

08/04/2026

🏡 Want to know one of the biggest predictors of financial happiness?

It's not how much you make. It's how much your housing costs.

A good rule of thumb: keep your housing expenses at 25% or less of your take-home pay.

When your fixed costs stay low, you have more freedom to:

✨ Travel

🍽️ Enjoy nights out

💰 Save and invest

😌 Stress less

The real flex isn't owning the biggest house. It's having the freedom to live the life you want.

👇 How do you keep your fixed costs low? Share your best tip in the comments!

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.

07/31/2026

🧓Financial advice is finally catching up with the times.

🆕 Meet the next evolution: adaptive advising.

Adaptive Advising is a revolutionary new category: it’s advice that learns YOU and grows WITH you.

Traditional advice often focuses on your goals, habits, and priorities. But adaptive advising keeps pace with you — and with the world around you — updating your financial plan continuously to stay current and relevant. 🌎 💸

We’re breaking down this concept in our latest blog: why it matters, and how it will reshape the way people manage their money. 🤑

Read the full story: https://www.getfrank.com/blog/future-of-financial-advice-adaptive-advising 👀✨

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.

07/23/2026

Student loans can shape your child's financial future long after graduation.

Before choosing a dream college, consider:

💰 The 10% student loan payment rule.
📊 How much debt a graduate earning $60K/year can realistically manage.
🎯 Why affordability matters just as much as the name on the diploma.
🚀 How student loans can impact career choices, lifestyle, and future financial freedom.

The goal isn't just to get into college; it's to graduate with options, not overwhelming debt.

💬 How are you talking to your kids about paying for college? Share in the comments.

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.

07/21/2026

👋 🙋🏻‍♀️ Meet Monica. She retired at 62 with a plan for everything—except health insurance.

❤️‍🩹 Monica has Type II diabetes. She needs ongoing care, medications, and regular doctor visits. And she’s only now realizing…Medicare won’t start until she turns 65.

🤦🏻‍♀️ What are her options for this three-year gap? Should she use COBRA, visit the ACA Marketplace, or get private insurance? There are many factors to consider, and it’s easy to feel overwhelmed. But Monica’s health needs shouldn’t derail her early retirement.

➡️ Read the blog to learn more about a solution for Monica and how Frank creates custom guidance for real-world scenarios like this one.

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.

This is a fictional, illustrative example. The person shown is a model/actor, not a client, and this is not a client testimonial, endorsement, or result. Health insurance options, COBRA availability/costs, ACA subsidy eligibility, provider networks, and premiums vary by household, income, state, plan, and other factors.

07/16/2026

Have you saved enough for retirement? The 4% Rule can help you find out.

The 4% Rule is one of the most talked-about retirement planning guidelines. It offers a simple way to see if you're on track for financial freedom.

Watch this reel to learn how it works and why this one calculation could change the way you think about your retirement savings.

💬 Have you used the 4% Rule before? Share in the comments!

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.

07/14/2026

🤔 "Should I do a Roth conversion?" is the wrong question.

📅 The real question is: "Should I do a Roth conversion THIS YEAR?"

⏰ Timing is everything. Convert in the right year when your income is low, and your tax bracket is favorable? Genius move. Convert in the wrong year when you're already at the top of your bracket? Could cost you thousands in unnecessary taxes.

Bottom line? Roth conversions can save you serious money, but only if they fit your broader financial picture.

🔢 Frank analyzes your real numbers in real time to help you figure out if it's the right move – and when to make it.

To learn more, read the full blog.

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.

07/09/2026

If you're retiring before 65, there's a gap between your last day of work and Medicare. And if you're not prepared, that gap can cost you thousands.

Here's what your two smartest options look like:

COBRA
→ Extends your employer plan up to 18 months
→ You keep your doctors and your network
→ You pay the full premium yourself. It's expensive, but it buys you time

ACA Marketplace
→ Available right away or after COBRA expires
→ Subsidies are based on your retirement income. The lower your income, the more assistance you qualify for
→ Networks vary, so verify your doctors are covered before you commit

The move most people make? COBRA first to keep continuity, then ACA once the subsidies make sense.

Neither option is perfect. But knowing both gives you a real choice instead of a scramble.

Health coverage in retirement isn't something you figure out as you go. Plan it before you need it.

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.

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