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Where Will Your Retirement Money Come From?

Watch this video on YouTube When you retire, where will your money come from? The list is fairly short: Social Security, a pension, working, your assets, children, or public assistance. According to an April 22, 2019 Bloomberg article by Suzanne Woolley, entitled...

The Middle-Class Cost of Medicare for All

Watch this video on YouTube The concept of “Medicare for All” is getting a lot of attention in the 2020 Presidential race. Senator Elizabeth Warren’s promise that it will not cost the middle-class “one penny” has much appeal. While most...

Investing in Financial Counseling

Watch this video on YouTube As a long-time advocate of blending financial planning with counseling, I’ve had years of seeing the benefit for clients. I have come to see financial counseling as an investment: one that can pay greater dividends than investments in...

Entrepreneurial Mindset Can Hinder Wealth Building

Watch this video on YouTube “Help Wanted: Entrepreneur.” You have probably never seen an ad like this, because entrepreneurs are not hired. They hire themselves. Merriam-Webster defines an entrepreneur as “a person who starts a business and is...

Hunting For Thistles and Research Apps

Watch this video on YouTube “Hi, my name is Rick. I am addicted to thistling.” It’s true. Every summer weekend that I am in town I spend 2-8 hours scouring the canyons and gullies in my neighborhood for noxious weeds. With my four-gallon backpack...

Protect Business, Employees Against Embezzlement

Watch this video on YouTube After reading last week’s column on embezzling, KFG operations manager Beth Kangootui shared the following story: “‘Our accountant is leaving and we think you have the ability to learn bookkeeping. Do you want the...