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Month: March 2009

Getting Money Back from Uncle Sam

Watch this video on YouTube At a recent quarterly review, one of my clients told me wryly, “Well, I’ve discovered the silver lining to all the losses in my investments. I just had my taxes done, and I’m going to get a refund. I haven’t done that in years.” Investment...

Survey For Financial Planners

If you are a financial planner, I would love to have your opinion. The survey will ask you about: Whether financial planning is a profession or industry Benefits you have received if you’ve engaged a financial planner Objections to having a financial planner Obstacles...

Local Workshop Addresses the Psychology of Money

I thought I would pass along a unique money workshop opportunity offered by Dave Jetson, of Jetson Counseling. Dave has offered this workshop for the past two years and has had great success with it. He created it using a model that I developed and tested several...

When You Can’t Afford A Financial Planner

Watch this video on YouTube A reader recently left this comment: “I’ve read with interest your comments about “fee based” financial advisors. However, you have yet to address the issue that “fee based” relationships work only if your “nest egg” is $1,000,000 +. Those...

KFG Town Hall – A “Must View” for KFG Clients

Every seat was full in the KFG dining room and almost as many clients called in or joined us on the web for our KFG Town Hall meeting. Rick addressed a host of questions, including: How is the current recession different from the others? What similarities are there...