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106 Things We Do For Clients, No. 30

No. 30 of 106 Things We Do For Clients Review and revise portfolios as conditions change. Smart investing is never a "set it and forget it" proposition. While "buy and hold" is overall a good...

106 Things We Do For Clients, No. 29

No. 29 of 106 Things We Do For Clients Review your existing IRAs. You might be thinking, "what can possibly go wrong with an IRA?" Yet some common mistakes can literally defeat much of the benefits....

Financial Adviser Designations Do Matter

https://www.youtube.com/watch?v=O4NN09Bu0NA&t=9s If you're in search of financial advisers, pay attention to the designations behind their names. For a financial planner, look for a CFP...

106 Things We Do For Clients, No. 28

No. 28 of 106 Things We Do For Clients Review your investments in your company 401(k), Simple IRA, or 403(b) plans. I recently received this email from a family member: "We went to sign up for our...

106 Things We Do For Clients, No. 27

No. 27 of 106 Things We Do For Clients Review your existing annuities and similar deferred accounts. There isn’t much a financial advisor does that is more time-consuming than fully analyzing an...

Financial Success and IQ

https://www.youtube.com/watch?v=9BDxxrtoMZM&t=8s "The higher your IQ, the greater the probability you will earn more than average." Like many people, I have believed this common money script to...

Happiness While You Work

https://www.youtube.com/watch?v=crQfIsmv17E&t=7s According to a new global survey on work and happiness, a significant number of us aren't very happy about our workplace. That's especially...

106 Things We Do For Clients, No. 26

No. 26 of 106 Things We Do For Clients Monitor your investments. You may have heard of an investment strategy called "buy and hold." There are a lot of conflicting opinions about what the term...

When Financial Experts Disagree

https://www.youtube.com/watch?v=LC_CUTgQ78k&t=6s As discussed in last week's column, even if you are working with a financial planner, at times you may also need the services of a financial...

Free Initial Consultation

Kahler Financial Group offers a free initial consultation with one of our skilled financial planners in Rapid City for retirement, businesses, investment, or personal wealth management. We welcome the opportunity to spend time with you, discussing your individual needs, asking and answering questions, reviewing our unique services, and confirming that KFG is the best fit for helping you achieve your financial goals. Please note that there will be no specific investment or financial planning advice given at this meeting. Please note: At KFG we made a list of all of the things we do for our clients. We’re at 106 things so far . . .

Request an AppointmentSee the 106 Things we do for our clients