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CFP Board-Revised Proposed Standards Discussion Webinar

Introduction: The CFP Board’s revised proposed standards are under review and expected to be put out this next quarter. They include a strong statement describing fiduciary duties of loyalty and care. This is good. The problem, however, is a strong statement is not...
Should you pay off that mortgage before retirement?

Should you pay off that mortgage before retirement?

SHOULD YOU PAY OFF THAT MORTGAGE BEFORE RETIREMENT? February 6, 2018 |  Andrew Osterland KEY POINTS For many, owning their home outright provides a valuable sense of security — legitimate or not. Yet paying off your mortgage may not always be the best strategy. The...

Save for Retirement, or Hope for Mystical Resolution?

Hello everyone! My name is Sterling Gray. I’m a resident planner here at Kahler Financial Group, and I’m making my first appearance on the blog. One of the primary reasons that I entered the financial planning profession is to help people reach a secure retirement....

Money Wellness – Moving Toward Happiness

We’ve all heard the saying, ‘money is the root of all evil!’ Well, that’s not necessarily true but it is a catalyst for many good and not-so-good occasions in life. Have you ever wondered why you’re too frugal, not spending money on things you need, OR the other...

Understanding Why Money Affects Your Emotional Health

The seemingly cold and calculating world of investing is driven by emotions! Economic theory is being skewed as economists realize consumers are making irrational decisions not in their best interests. Just like an alcoholic, we become intoxicated on easy credit,...