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Month: July 2016

Kahler Contends There Are No Difficult Clients

Rick was recently interviewed for an article titled “Strategies for Dealing With Irrational Clients” that appeared in Investment News this week.  Rick contended there aren’t any difficult clients.  “About 90% of...

Considering Long Term Care Insurance

Watch this video on YouTube Knowing how long you may live is an important variable to consider in putting together a successful retirement plan. Many online sites can give you a scientific estimate of your life expectancy; one that I recommend is livingto100.com. When...

Planning, Funds Essential To Avoid Nursing Home Stays

Watch this video on YouTube If you’ve ever visited someone in a nursing home, chances are you walked out afterward vowing, “I’m never going to end up in a place like this.” That vow is one most of us would make. Keeping it, however, is another...

Get Worthwhile Return on Your College Investment

Watch this video on YouTube How do you know when the cost of a college education is really worth it? A lot of factors—both financial and emotional—go into making that decision. Weighing the pros and cons can be daunting. Let’s consider a couple of examples that will...

Catch Rick on “Your Money” today

Rick will be a guest today on “Your Money” at 3:15 pm, MDT, Sirius XM 111 Business.  Hosting the program is Kent Smetters, an economics and public policy expert. The program is on Wharton Business Radio at the University of...