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Want to survive the latest financial panic?

Want to survive the latest financial panic?

Want to survive the latest financial panic? Separate your feelings from action By Lori Walsh, Ellen Koester March 13, 2023 4:57 PM Lori Walsh:If you are getting nervous about the economy, now is a good time to check in with your emotions. Here are highlights about why...

Guard Against Junk Fees With DIY Transparency

In his State of the Union address, President Biden announced his intent to “take on junk fees.” These are the hidden fees involved with many of the services we purchase. I have written previously about undisclosed fees related to investments (annuities, private REITS,...

Ask For Transparency, Not Just Honesty, From Financial Advisors

Transparency is a highly valued attribute that is routinely promised—and frequently undelivered. In fact, it often seems that the more loudly transparency is touted, the more opaqueness is practiced. Perhaps Shakespeare’s famous line from Hamlet, “The lady doth...
3 Scams That Can Part You From Your Money

3 Scams That Can Part You From Your Money

3 Scams That Can Part You From Your Money By Larry Light – Senior Contributer January 22, 2023, 9 AM EST Financial trickery is an ongoing problem, and it’s amazing how successful it often is. Rick Kahler, president of Kahler Financial Group in Rapid City, S. D.,...

Lost Your Job? How Can Your Financial Planner Help?

If you lose your job, what emotional and professional support should you expect from your financial planner? Ideally, the planner’s first response would be, “Tell me more about what you’re experiencing. How can I best support you in this moment?” Since every client’s...