Greg Frankos of Gateway Financial Partners

09/09/2026

You don’t have to go it alone. I’d be happy to help you take the next step on your journey to financial freedom.

410.690.8203
[email protected]

09/07/2026

This Labor Day, we recognize the people whose hard work, dedication, and contributions keep businesses, communities, and industries moving forward.

Happy Labor Day

08/31/2026

W***y Wonka had a very unconventional succession plan.

Most business owners will probably want something a little more structured than handing the company to the winner of a factory tour.

If a business is part of your legacy, planning for future ownership, leadership, and valuation can be just as important as deciding who you would like to inherit it.

08/26/2026

Starting a new job often means deciding what to do with the 401(k) you left behind.

You may have more than one option, and each comes with different things to consider. This Forbes article walks through some of the choices and questions worth thinking about before making a decision.

When leaving an employer, understanding your 401(k) options is crucial to preserving your retirement savings.

08/19/2026

Talking about money with family can feel uncomfortable, especially when the conversation involves inheritance.

But you don't necessarily need to share every account balance or financial detail to have a useful conversation. Letting family members know your general intentions, who will have certain responsibilities, and where important documents can be found may help create more clarity around your wishes.

08/18/2026

If you are thinking about leaving assets to grandchildren or other younger generations, there may be another tax rule to be aware of.

The Generation-Skipping Transfer Tax, commonly called the GSTT, can apply to certain transfers made to someone who is two or more generations below the person making the transfer, such as a grandchild.

It is a separate part of the federal transfer-tax system, and the rules can become especially important when larger gifts, estates, or trusts are involved.

Are you taking taxes into consideration when planning for your wealth transfer?

410.690.8203
[email protected]

08/14/2026

ETFs or Mutual Funds? Let's dive into the differences!

08/12/2026

Your financial framework might be working...

But is it still aligned with your priorities?
Structure can shape outcome. Let’s review yours.

410.690.8203
[email protected]

08/09/2026

LLCs offer flexibility in how income is reported and how the entity is taxed.

This article breaks down the distinctions between default classifications, S-corp elections, and the implications of each for business owners.

https://www.forbes.com/councils/forbesfinancecouncil/2025/05/14/llc-tax-benefits-explained-what-you-need-to-know/

07/28/2026

The Rollercoaster of Investing: Are You Holding On?

The market’s ups and downs can feel like a rollercoaster, but the key to making it through is staying buckled in. Those who jump off mid-ride often miss the recovery. Is your portfolio built for the ride?