As a fan of our local ECHL hockey team, the Rapid City Rush, I was sorry to learn recently that the team’s new owners had uncovered evidence of some $500,000 worth of embezzlement over the past several years. Few things strike more fear and disbelief into the heart of an employer than learning a trusted […]
Heading to the FPA Annual Conference in Minneapolis today. I will give a presentation Friday on “Difficult Client Conversations Around Enabling Adult Children.” The talk highlights the successful use of Financial Therapy to bring about successful outcomes for both the enabler and the enabled. Here is a little preview….
I have routinely recommended that people use a bank safe deposit box to store valuable papers and small assets. The physical protection of a bank vault, plus a system of access requiring two keys kept by the customer and the bank, would seem to provide a great deal of security. Yet several recent news articles […]
“Most of my friends assume that business owners spend their money and time on cocaine and hookers.” This jaw-dropping quote came from a young man I was talking with recently about money, investing, and running a business. I was shocked; this was a money script I had never heard.
I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But don’t stop there. A CFP is no guarantee that someone is a competent, ethical, fiduciary professional. It only ensures that you are choosing from a pool of 85,000 financial services providers who are educated […]