Greg Frankos of Gateway Financial Partners

10/28/2026

Financial stress can pile up quickly - give yourself permission to take a breather when needed.

10/26/2026

In the world of investing, comparing yourself to others can lead to unnecessary risks and distractions. Don't lose sight of your financial goals!

10/23/2026

MAGI might not be a term you use every day, but it's one worth knowing.

Your modified adjusted gross income (MAGI) can affect things like Roth IRA eligibility, certain tax credits, and Medicare premiums.

Kiplinger does a nice job explaining what MAGI is and why it matters.

The definition of modified adjusted gross income differs depending on how the calculation is used.

10/21/2026

Women often outlive men, but that longevity doesn’t always come with financial stability. Longevity risk is real, and retirement planning should reflect it.

10/19/2026

Breaking the cycle of poverty starts with financial education. Learn, teach, and grow into a future where no one is left behind.

10/15/2026

When you're saving for retirement, growth is often a big part of the conversation. But once you're retired, the way you think about investing may start to change.

Having a mix of investments that fits your income needs, timeline, and comfort with risk becomes especially important.

Morningstar shares some good points on why balance matters in retirement.

https://www.morningstar.com/retirement/why-retirees-need-balanced-portfolio?

The right retirement asset allocation can help enlarge your lifetime withdrawals.

10/14/2026

Using physical cash can help you stay more mindful of your purchases and may help avoid those sneaky credit card interest charges.

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09/24/2026

Retirement income isn't one fixed number. Small adjustments in how and when you draw from your portfolio can make a meaningful difference in flexibility. This short conversation with Christine Benz walks through a few practical levers worth understanding.

A little flexibility can go a long way when it comes to retirement spending.

09/21/2026

Most people think retirement happens at 65

Retirement = Having enough assets to cover your lifestyle.

✔️ Some hit that number at 40.
✔️ Others hit it at 70.
✔️ It’s not about when you retire, it’s about your plan and where you'd like to be.

09/19/2026

I Want to Lower My Taxes, Build Wealth, and Not Be Tied Up in Long-Term Investments.

Reality check: Every investment decision comes with trade-offs.

✔️ Want tax efficiency? That often means less liquidity (Roth IRAs, deferred comp).
✔️ Want high returns? That usually involves some risk.
✔️ Want flexibility? That means you might sacrifice growth or tax benefits.

The best investors don’t chase one perfect solution—they build a mix that balances tax savings, liquidity, and long-term wealth growth.

So, if you had to pick two of these three priorities, what would you choose?