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Month: July 2014

Rick Cited in CNBC Piece on Estate Planning Errors

What’s the biggest issue we find at KFG when reviewing new clients’ estate plans? Surprisingly, it’s poorly drafted documents. Find out more about how to avoid this and other estate planning mistakes in a recent CNBC article by Deborah Nason titled...

It’s Not How Much You Spend, It’s Why You Spend

Watch this video on YouTube “It’s not just shopping, it’s retail therapy.” As a bumper sticker or a joke between friends, this may be amusing. For those who shop to relieve stress, it’s not nearly so funny. Medicating or soothing painful...

Rick Considering Giving Up CFP Designation

Since becoming the first Certified Financial Planner (CFP) in South Dakota in 1983, “I’ve been an ardent supporter of the CFP designation,” Rick says in a July 23 article in Financial Planning. Keeping that designation may no longer be possible for...

Is Financial Planning Profession Focused on Wrong F-Word?

A new article by Ann Marsh in Financial Planning has more on the current controversy regarding the CFP (Certified Financial Planner) designation. It quotes CFP Board Chairman Ray Ferrara as saying, “I think sometimes the profession is concerned about the wrong...

Judge Financial Gurus With Common Sense

Watch this video on YouTube “I see that firm’s ads everywhere.” “His books are best-sellers.” “That advisor does all kinds of free seminars for retirees.” “She’s on TV all the time.” When a financial advisor,...