106 Things We do for Clients, No. 13. 13. Suggest creative alternatives that you may not have considered.
What’s wrong with earning a commission from the sale of a financial product? Nothing. It isn’t any more inappropriate than a car salesperson earning a commission when you buy a vehicle. Yet there’s one important difference. When you buy a car the roles are clear. You know going in that the salesperson is there to […]
106 Things We do for Clients, No. 12. 12. Implement recommendations to help you meet your goals.
How do we wean ourselves from financial dependency and take back control of our lives? Rick’s workshop on Financial Sobriety provides specific time-tested principles to set you on the path to financial health and recovery. Join us Wednesday, Feb 15, at 4 pm at the Kahler Financial Group office for this class. Tuition is $25 […]
For seniors, arranging to entrust financial affairs to someone else is an important part of preparing for old age. Once you have chosen a surrogate and dealt with some of the details laid out in last week’s column, one question remains. How will the transition occur? Here are some suggestions.