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Dig Deeper Than CFP To Find Financial Planner

Watch this video on YouTube I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But don’t stop there. A CFP is no guarantee that someone is a competent, ethical, fiduciary...

Is Faster Financial Therapy In Our Future?

Watch this video on YouTube Financial therapy can help clients increase saving or income, reduce spending, and significantly reduce anxiety. The problem is that achieving such results takes time and money. How much time and money? That is impossible to predict. I know...

Earn an Extra 25% on Your Charitable Giving to SDPBS

There’s a chance to make your gift to South Dakota Public Broadcasting increase by 25%.  How?  Friends of South Dakota Public Broadcasting (SDPB) has an opportunity to receive a 25% match on new dollars contributed to the Friends of SDPB endowment fund...

Bonds an Investment Class Worth Some Excitement

Watch this video on YouTube “One thing I definitely don’t want in my portfolio is bonds,” a prospective client told me a few weeks ago. “Bonds are boring and don’t give good returns.” Her confidence in her money script that bonds had no place...