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Protect Business, Employees Against Embezzlement

Watch this video on YouTube After reading last week’s column on embezzling, KFG operations manager Beth Kangootui shared the following story: “‘Our accountant is leaving and we think you have the ability to learn bookkeeping. Do you want the...

Embezzlement Has High Financial, Emotional Costs

Watch this video on YouTube As a fan of our local ECHL hockey team, the Rapid City Rush, I was sorry to learn recently that the team’s new owners had uncovered evidence of some $500,000 worth of embezzlement over the past several years. Other embezzlement...

Rick to Present on Enabling Adult Children

Heading to the FPA Annual Conference in Minneapolis today. I will give a presentation Friday on “Difficult Client Conversations Around Enabling Adult Children.” The talk highlights the successful use of Financial Therapy to bring about successful outcomes...

How Safe Is Your Safe Deposit Box?

Watch this video on YouTube I have routinely recommended that people use a bank safe deposit box to store valuable papers and small assets. These include documents like wills, trust documents, ethical wills, and unrecorded deeds. Valuable assets would include...