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News Room Media

Feeling anxious about doing your taxes?

Feeling anxious about doing your taxes?

Feeling anxious about doing your taxes? What tax pros and financial therapists say will help. By Sarah Hunter Simanson February 1, 2024 Tom O’Saben has seen plenty of angst from clients in his more than 30 years as a tax practitioner. “They’re holding their breath as...
Will it be possible to buy a house in 2024?

Will it be possible to buy a house in 2024?

Will it be possible to buy a house in 2024? By Rod Meloni, Reporter, CFP ® December 26, 2023 DETROIT – For many, as families get together, it becomes obvious the space they have to celebrate just isn’t enough anymore. It could also be that young buyers are tired of...
Letting Financial Planning Clients Take the Lead

Letting Financial Planning Clients Take the Lead

Letting Financial Planning Clients Take the Lead By Rick Kahler, posted on emoneyadvisor.com December 11, 2023 No two people are the same, so it makes sense that no two financial plans will be the same. Helping a client negotiate their financial and emotional...
Financial Therapy Interview on SharkPreneur

Financial Therapy Interview on SharkPreneur

Financial Therapy Hosted by Seth Greene November 15, 2023 Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CIFSP, is a pioneer in integrating financial planning and psychology. Rick is a co-founder of financial therapy and a founding board member and Past-Chair of the Financial...
Should Clients Know Their Advisor’s Net Worth?

Should Clients Know Their Advisor’s Net Worth?

Should Clients Know Their Advisor’s Net Worth? Written By: Jacqueline Sergeant October 2, 2023 Should clients be concerned if their advisor shies away from questions about their own finances? “I would say it’s a red flag,” said author and certified financial...
Should Clients Know Their Advisor’s Net Worth?

Why A Happy Advisor Is A Good Advisor

Why A Happy Advisor Is A Good Advisor Written By: Jacqueline Sergeant August 28, 2023 A lot has been said and written about what makes a good financial advisor and there is usually agreement on what qualities they should possess. The list often includes traits such as...