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Passive Investment Strategy or Reverse Churning?

Both fee-only financial planning firms and companies that sell financial products are beginning to see some unintended consequences from the recent Department of Labor fiduciary rule. The rule requires that all financial advisors who deal with an investor’s retirement accounts, including those who sell products, be held to a fiduciary standard. In the past, only […]

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Live in the Present, Plan for the Future

Being present. Living in the moment. These important aspects of personal and spiritual growth may sound simple and attractive, but they are far more difficult to practice than they seem. Living in the moment doesn’t mean ignoring the consequences of past events or avoiding planning for the future. Being present includes attaching appropriate weight to […]

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Best Wishes to Ryne!

Ryne MacPherson just completed a summer internship with Kahler Financial Group. He is currently enrolled at Utah Valley University in their financial planning program and will graduate with a four-year degree in financial planning this December.

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Avoiding Fatal Financial Mistakes

Can a poor financial decision ruin your life? Possibly. Financial failures vary in severity, depending on a wide range of variables such as your age, earning capacity, education, and timing. Some can be minor bumps in the road to success, some are valuable learning experiences, and some may result in regret that lasts a lifetime.

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Create Your Own Plan for Long Term Care in Old Age

When most of us hear “long-term health care plan,” we think of insurance. Not necessarily so. While a LTCI policy may be part of your health care planning, it isn’t a plan. Even those who don’t need such insurance need a long-term health care plan. I recently heard a presentation by Carolyn McClanahan, MD, CFP. […]

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