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Tag: Financial Advice

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...
Five near-bankruptcies to help clients manage risk

Five near-bankruptcies to help clients manage risk

‘We’re really glad you made all these mistakes.’ This financial planner uses his five near-bankruptcies to help clients manage risk. By Morey Stettner July 19, 2022 Like many financial advisers, Rick Kahler runs a successful practice. But he may be the only one who...

Why Your Financial Planner Needs a Financial Planner

If you learned that your financial planner had their own financial planner, would you be concerned? Would you see it as a confession of incompetence or a sign of confidence and wisdom? Years ago, when I told my clients that I had a financial planner, their reactions...

Ten Things A Financial Therapist Wants You To Know

Bari Tessler was practicing financial therapy before most of the rest of us had ever heard the term. A psychotherapist, Bari decided to go into the bookkeeping business, quickly saw the union of psychology and money, and in 2001 began calling her work financial...