“There ain’t no such thing as a free lunch,” my Grandpa once told me. The adage suggesting you can’t get something for nothing seems to have bitten millions of unwitting investors who used a popular trading platform. This summer, my 19-year-old son...
“How will the outcome of the U.S. election impact retirement planning, and what actions are you taking now?” Financial Planning Magazine asked 320 financial advisors this question. Nine out of 10 believed the election would have a lasting negative impact...
For many Americans, one painful lesson of 2020 has been a first-hand demonstration of the importance of having an emergency fund. Yet knowing such a reserve matters is a far cry from creating one. According to BankRate, 72% of Americans don’t have an emergency fund...
“What do you do for a living?” is a common question when we’re introduced to someone new. If there’s no time for conversation I’ll answer, “I am a financial advisor.” The discussion is usually over. If the social situation allows...
Spending Too Much During The Holidays? by Lori Walsh | In The Moment...December 16, 2020 Show 962 Hour 1 https://kahlerfinancial.com/wp-content/uploads/2020/12/Spending-Too-Much-During-The-Holidays.mp3 In The Moment … December 16, 2020 Show 962 Hour 1 People tend to...
A popular money script is to assume that fame, accomplishments, and excellence in one’s field equate to financial security. Like any money script, this can be true in some cases and incorrect in others. But it is interesting to me that the common attitude is that...
