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Building Wealth

Rick Part of Financial Planning Panel on KEVN Focus

The “Focus” program with news director Jack Caudill on KEVN Black Hills Fox recently featured a panel discussion on financial planning. Rick was one of the guests, along with Jeff Wangen from Waddell and Reed and Terry Mills from Consumer Credit...

Does Income Equal Wealth? Not Necessarily

Watch this video on YouTube “How much money do you make?” We don’t ask people that question, but we’d love to know the answer. In this country, we’re fixated on a person’s annual income. That’s the primary measure we use to...

Your Estate Plan If You Don’t Die Broke?

Watch this video on YouTube In a recent column I reported on a survey done by the financial services company HBSC that found only 59% of US parents intend to leave their children an inheritance, the lowest of the 15 nations in the survey. The fact the US is last came...

Steps to Building Wealth

In a recent article on Bankrate.com, Bruce W. Fraser compares building wealth to building a structure with Legos. He says both involve “a series of small decisions that move us along, one building block at a time.” Rick is one of the advisors cited in the...

Are One in Five Americans the “New Rich”? Not Exactly.

Watch this video on YouTube The surest road to financial success and independence is a long one. That path includes working hard at a career you enjoy, living on less than you earn, taking educated and appropriate risks, and building wealth gradually through...

The Risks of Annuity Insurance

Watch this video on YouTube Many investors, panicked by the market crash of 2008-2009, started a search for some type of investment vehicle to protect them from the next market downturn. Some decided the answer was a variable annuity with a “guaranteed living...