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Personal Notes

The Secret to Santa’s Business Success

Watch this video on YouTube This time of year, millions of toys are handed out in the name of Santa Claus. Supposedly they come from Santa’s workshop, but let’s get real. There’s no way that one elderly, overweight man can possibly produce all those...

50 Balloons: A Guest Post by London Kahler

Renaye Kahler (my brother Dave’s wife) died on Oct 28, 2009 from a short illness with cancer.  Her funeral was Nov 2, 2009.  London, my daughter who is age 12 (who refers to Dave as “Uncle Ernie”), wrote the following on the eve of her Aunt’s...

New CFP Board Policy To Increase CE Costs To CFPs

The CFP Board will substantially increase the fees educators must pay in 2010 to have their courses approved for CFP® continuing education. By my estimation, small providers of CE credits may be priced out of the market. For example, I usually...

Farewell To Jack Miller

I received notice today that my longtime real estate and asset protection mentor, Jack Miller, passed away on October 9th after a short illness. I’ve attended numerous courses put on by Jack over the past 25 years.  He was a mentor to me and taught me...

Rick To Speak To Australian Planners

Next week, Rick will speak to a group of Australian financial planners on his award-winning research, “Becoming Consumers of the Profession We Practice-Who’s Planning for the Planner.” He will additionally do a presentation on integrating financial...