Nearly 40 years of financial planning experience has taught me that retirement is one of the most impactful emotional transitions in life. As you face the shift from earning a paycheck to relying on sources other than work for your income, it is normal for difficult emotions and deeply buried money scripts to surface. Here […]
Take advantage of the opportunity to join Rick and Sarah in financial therapy classes at a discounted rate offered through Community Education of the Black Hills. Money skills are the 21st century’s survival skills! You may have a great education, a successful career, or be the best in your field… but if you don’t understand […]
“Make sure your advisor is happy.” This statement came from a well-respected, nationally known investment advisor with 20 years of experience. He could have said to be sure your advisor is a fiduciary with no conflict of interest, is competent, or has impeccable integrity. Why “happy”?
“If money can fix it, it isn’t broken.” These words, said by a friend during a recent conversation, grabbed my attention. Her statement challenged my definition of “broken.”
Check out Rick’s two cents about holiday spending “hangovers” in the KOTA TV news story below.