“106 Things We Do” for our Clients at KFG
We made a list of all of the things we do for your clients. We’re at 106 things so far . . .
Common Retirement Money Mistakes
One of my retired clients is fond of telling me, "Growing old is not for the faint of heart." As we age, it becomes increasingly important for us to have a support system that will advocate for us,...
No Free Lunch, No Free Investing
"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...
Investment Decisions And Political Passion
"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...
“Shoulds” Can Block Saving For Emergency Fund
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....
Financial planners, financial therapists are in the Wellness business
"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....
SDPB Radio – Spending Too Much During The Holidays?
In The Moment … December 16, 2020 Show 962 Hour 1 People tend to overspend around Christmas for whatever reason and it ends up costing more, in the end, both financially and emotionally. Are you one...
Money Skills Matter For Life Success
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...
In The moment – Financial wisdom for the holidays
South Dakota Public Broadcasting Radio In The Moment with Lori Walsh… November 30, 2020 Show 950 Hour 1 Maybe right now your finances are out of control. It's been a mind-numbing year after all. But...
Money Scripts and Holiday Spending
The Christmas shopping season is in full swing. Some shoppers overspend on gifts and end up paying off credit card bills for months. Others drive themselves crazy trying to find exactly the right...
Virtual Meetings Work For Financial Planning Clients
The pandemic has forced us to change the way we connect with each other. Access to and familiarity with virtual meeting programs like Zoom, GoToMeeting, and Microsoft Teams has become a life skill...
Change Money Behavior With Financial Therapy Tools
Problematic money behaviors are never about the money. Frequent readers of this column have seen me write about that over and over again. Suggesting cognitive action steps can only resolve about 20%...
The High Financial Cost of Gray Divorce
I spend a lot of focus helping my clients protect their hard-earned assets from the reach of a frivolous lawsuit. The chance of such a lawsuit in the US is always a risk when a person with a nest...