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Month: December 2011

The Things Some “Financial Advisors” Won’t Tell You

A recent article on MSN Money reports there are nearly 176,000 people who call themselves financial advisers. As with any profession, there are plenty of bad apples and weeding through them isn’t easy. After the Bernie...

The No-Budget Spending Plan

Watch this video on YouTube Here’s a new twist on an old New Year’s Resolution: If you want to give yourself the security of financial independence, try budgeting the way many wealth accumulators do. The secret? They don’t budget. Your first reaction...

Investing In Gifts

In a December 16 article in the online magazine Mainstreet, Kristen Colella discusses some innovative ways to give financial gifts. She goes beyond ideas like college funds or cash for grandkids to consider stocks, collectible items, and even remodeling projects. Rick...

What’s In Your Giving Portfolio?

Watch this video on YouTube Salvation Army bell ringers. Angel trees. Appeals in the mail from charities, churches, and community organizations. Office and club gift exchanges. The family Christmas list that expands year by year. This time of year, the spirit of...

Rick Kahler Cited in Wall Street Journal

“People aren’t always rational when it comes to their financial decisions.” This statement by Dr. Sonya Britt, cited in a December 12 online article in The Wall Street Journal, certainly won’t come as a surprise to any financial planner. Dr....