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106 Things We Do For Clients, No. 70

No. 70 of 106 Things We Do For Clients Monitor changes in your life and family situation. In the early days of financial planning, it was looked upon as a one-time event. Financial plans were three-inch thick documents containing “the plan” for your life....

How Much Life Insurance Do You Need?

Watch this video on YouTube Life insurance is an important financial planning resource. However, it is not meant as a source of income. Its primary purpose is to provide the means to replace income or to pay taxes or debts. Not everyone needs life insurance. Once you...

106 Things We Do For Clients, No. 69

No. 69 of 106 Things We Do For Clients Work with your tax and legal advisors to help you meet your financial goals. We can’t help you minimize your tax and legal liability alone. We work closely with your tax accountant and legal advisor to create a comprehensive plan...

Most CFP’s are Brokers. Fiduciary Advocates say that’s a Problem.

Recently Rick was asked for input on the this controversial topic. Kahler is calling on the CFP Board either to impose a stringent fiduciary duty or to roll back the clock to the days when the CFP designation only signified a level of education, rather than an...

Three Things to Know About Life Insurance

Watch this video on YouTube Here are three points about life insurance that many life insurance salespeople would prefer you not to know: 1. Not everyone needs it. 2. Those who most need it are often least able to afford it. 3. It is not a good investment. Let’s take...