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*Financial Awakenings

Bankrate Article Takes a Look at Money Scripts

A recent Bankrate article by Clark Palmer takes a look at some of the beliefs about money that can keep people stuck in financially ineffective behavior. Palmer refers to a 2012 study on money scripts conducted by Brad Klontz and Sonya L. Britt. Rick is also quoted in...

Protect Financial Resources From Yourself

Watch this video on YouTube After three decades as a financial planner, I’m seeing more and more clients reach, not just retirement, but their final years. An issue that becomes especially important at this stage of life is how to protect your financial...

Financial Therapy With Dave Jetson

A new advice talk show, called the Daily Helpline, is being aired on Fox television stations. Dave Jetson’s work in financial therapy is highlighted in one of the segments, in which financial therapy is recommended for a guest with financial difficulties. You...

Make the Most of 529 College Savings Plan

Watch this video on YouTube When it comes to 529 college savings plans, the best strategy is to start early and start big. Don’t wait to set up an account until your teenager is starting to wonder which schools might offer skateboarding scholarships. These...

Research Cited; Planners Needing Planners

An article in Financial Planning by Ann Marsh, published August 4, 2014, is an excellent discussion of the reasons financial planners are well served by having their own planners. Rick is cited in the article, which is titled “No, Really: You Need Your Own...

Clarify Financial Planning Advice With Reflective Listening

Watch this video on YouTube Here’s a useful bit of advice I got from one of my staff members several years ago: “Rick, your clients don’t understand half as much about investing as you think they do.” She didn’t intend any disrespect to...