Ever since Stephen R. Covey published The 7 Habits of Highly Effective People in 1989, we’ve seen variations of “Seven Successful Habits” on about everything. Here is my version as applied to...

Someone recently asked me, “How can people avoid financial stress during this pandemic?” As a financial planner and financial therapist, my only honest answer has to be, “Most Americans can’t.” The...

Recessions are typically not good times for real estate owners. We are in the worst recession since the great depression. Yet residential real estate prices in many parts of the country are rising,...

I recently wrote a column about an aging friend who, after years of doing it himself, hired someone to clean out his gutters. His reasoning was that at this stage in his life he had more money than...

Although US Presidents’ influence on the economy is limited, their tax plans can affect Americans’ personal finances. Given Biden’s current lead in the polls and the real possibility of Democrats...

Financial Planning 1. Care more about you and your money than anyone who doesn’t share your last name. 2. Proactively adopt and implement a Fiduciary Standard in relation to you, your family, your...

“Why hire it done when you can do it yourself?” This is a common money belief for frugal people, who often spend weekends doing home maintenance chores. Or, in my case, haunting the neighborhood...

https://www.youtube.com/watch?v=MLMBP2f3VHw “What will happen to my investments if [the candidate I dislike] becomes President?” This is a question I hear frequently during any Presidential election...

Is it reasonable to think the economy is on the upswing? After all, by one stock market rule of thumb a new bull market started on March 26 when the Dow shot up over the magical 20% mark from the...

When one person gives something to another, who benefits most—the recipient or the giver? Marshall B. Rosenberg, PhD, the founder of Nonviolent Communication, maintained that accepting a gift is...

Last week, for the first time since March, a client came into our office—but only after a staff member took her temperature. Both of them were wearing masks. Behavior like this, unimaginable four...

Kahler Financial’s Sarah Swantner wrote a guest blog post for the Dakotas Conference of The United Methodist Church about managing financial trauma. Check it out by clicking the link below....