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Month: April 2013

The Art of Getting Value

Watch this video on YouTube People who successfully build wealth have one trait in common: they understand the art of frugality. These unassuming millionaires know how to live on much less than they make, and they know how to save money.  But those behaviors...

Kahler, Top 26 Transformational Advisors

I was a bit confused when I received an email today from a local business owner congratulating me for being named among the top financial advisors who have most transformed the financial advice profession.  I thought perhaps he read my online...

Shame On Rick For Disparaging The BYOB Scheme

You can go to the bank on this: every time I write something negative on any insurance product the proponents of these products come out of the woodwork, kicking and screaming. My recent article on the Be Your Own Bank (BYOB) scheme didn’t sit...

Finding Client-Based Financial Planning

https://www.youtube.com/watch?v=jmBt3lpBQsk Anyone who sent a check to the IRS this month certainly doesn’t need to be convinced that there is a relationship between money and feelings.  I can personally attest that paying a hefty tax brings up a great deal...