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Outliving Your Need for Life Insurance

Watch this video on YouTube “You need to protect yourself and your family with life insurance that you won’t outlive.” This is one of the common selling points for whole life or universal life rather than term life insurance. At first glance, it...

Defining “Fiduciary”

Watch this video on YouTube Okay, I did it again in a recent column. And I got into trouble again. That’s what I get for using the F-word. “Fiduciary.” My most recent transgression was to point out the simple fact that insurance agents are...

What Is a Middle-Class Income?

Watch this video on YouTube The middle class. Marketers target it. Politicians champion it. Economists talk about it. Most of us consider ourselves part of it. Yet, when I’ve asked for a clear definition, I have not found anybody yet that really can tell me what...
A Nervy Approach to Retirement Saving

A Nervy Approach to Retirement Saving

A Nervy Approach to Retirement Saving Forget your 401(k) plan. The big money today is building nest eggs on everything from show horses to rock bands. By James Sterngold | May 17, 2013 10:12 am ET RICK KAHLER can’t explain the mysteries of string theory, speak...

Which Financial Advisors Are Transforming Their Profession?

I was a bit confused when I received an email today from a local business owner congratulating me for being named among the top financial advisors who have most transformed the financial advice profession.  I thought perhaps he read my online resume and was referring...