• ABOUT PFS
  • Meet Your Team
  • Strategic Partnerships
  • The PFS Difference
  • The PFS Experience
  • Return on Life - 6 Truths
• WEALTH MANAGEMENT SERVICES
  • Client Pyramid of Success
  • Family OfficeSM
  • Wealth PlanTM
  • Multi-Generational Guidance
  • STARSM
  • Investment Management
  • Retirement
  • Estate Planning
  • Philanthropy and Charitable Giving
  • Tax Consulting
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Divorce RightSM
  • Balancing ActSM
    Bill Management
• CORPORATE SERVICES
  • 401(k) PlusSM
  • Executive Benefits
  • Succession Management
  • Employee Wellness
  • Risk Management
• PRESS COVERAGE
• CLIENT RESOURCES
  • Market Insight
    & Market Outlook
  • Frank Talk
    Quarterly Newsletter
  • 401(k) Today
    (Retirement Plan News)
  • Subject MattersSM
    (Financial Services News)

Client Resources: Frank Talk Archive

Frank Talk is a quarterly resource for clients seeking a more personal perspective on current economic, political and financial events and how those events may impact your overall Return on Life™. This newsletter offers insight and expertise from the professionals at Planned Financial Services on a broad range of financial planning topics for both individual investors and business owners, as well as occasional client profiles and case studies.

Below is a collection of archived newsletter articles. We invite you to use this resource for yourself and share it with friends and colleagues.

CLICK HERE to receive Frank Talk.

CLICK HERE to view recent Frank Talk articles.

Access additional timely thoughts and opinions on the issues that can impact you and your life by visiting Frank's blog: www.GettingFrank.com.

Articles	Issue
Investing | Client Focus | Life Insurance | Estate Planning Financial Tips	4th Quarter 2009
Consider Taxes | Personal Financial Planning | Education Savings | Planning Ahead	3rd Quarter 2009
Risk vs. Reward | Personal Financial Planning | Business Planning	2nd Quarter 2009
Rebalance Regularly to Reduce Portfolio Imbalances | Private Foundations | Business Planning | Protecting Your Portfolio from Bond Calls | Wealth Management 101	1st Quarter 2009
Tips for Investing in an Economic Downturn | Client Focus | Business Planning | Retirement | Wealth Management 101	4th Quarter 2008
Wearing Your Investment Heart on Your Sleeve? | Client Focus | Business Planning | Automatic Enrollment | Wealth Management 101	3rd Quarter 2008
All in the "blended" family | Client Focus | Where are your financial records? | Take care of your 401(k) | Wealth Management 101	2nd Quarter 2008
Rules to Sell By | Client Focus | Home Sweet Vacation Home | Don't Count On It | Wealth Management 101	1st Quarter 2008
Attention: Directors & Officers | Client Focus | Thinking of Relocating? | Installment Sales | Wealth Management 101	4th Quarter 2007
Casting a Safety Net | Client Focus | The Best Gift You’ll Never Receive | Stay Ahead Financially | Wealth Management 101	3rd Quarter 2007
A good deal gets better! | Ohio Gasket & Shim | Charitable donations directly from an IRA | Let an ILIT guide you through estate tax uncertainty | Keep your portfolio in line	2nd Quarter 2007
Protecting your home from natural disasters | Pease & Associates Inc. | Understanding IRA Distribution Rules | How “kiddie” tax changes may affect college planning | Time for a Financial Checkup	1st Quarter 2007
State Inheritance Taxes | Halloween Safety Tips | Umbrella policies can mean extra protection | Minimize the Social Security tax burden without minimizing benefits | Financial advice for recent grads and other young adults	4th Quarter 2006
Talking finances with your aging parents | Client Focus - Knoch Corporation | How safe are your retirement savings? | The best methods of gifting assets to minor children | When — and when not — to pay down your mortgage	3rd Quarter 2006
A cushion from life's jolts | Client Focus - Kaff Systems | Deciphering the language of trusts | Simple steps for organizing important documents | You can borrow from your 401(k), but should you?	2nd Quarter 2006
Protect yourself from identity theft | Client Focus: Climaco Law Firm | Planning for retirement when it’s just around the corner | New protection for IRA assets | Like-kind exchanges: A powerful tax-deferment tool	1st Quarter 2006

 

Back to Top