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Tag Archives | financial planner

Financial Therapy Comes To Grand Rapids

I am back from a three-day trip to Grand Rapids, Michigan, where I was honored to co-facilitate a financial therapy workshop with therapist Amy West, founder of The Center of Unlimited Possibilities, Spring Lake, Michigan.  In addition to the workshop, I met with some clients and did an evening speech in Grand Haven, Michigan. We […]

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Best Scenic Sites for Asset Protection

What do South Dakota, Alaska, and the Cook Islands have in common? Miles of scenic shoreline, for one thing. No, that’s not a joke. Landlocked South Dakota doesn’t have anything to compare to Alaska’s spectacular coastline or the reefs and beaches of the Cook Islands, a nation of 15 islands in the middle of the […]

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The Annual Financial Check-up

Your doctor isn’t the only professional you should see for an annual checkup.  You need to be visiting with your financial planner, too.  Tara Siegel Bernard, a reporter with The New York Times, recently spoke with financial planners, including South Dakota financial planner Rick Kahler, about what you need to look at annually to be sure you keep […]

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Technology Tools For Advisors

I just returned from attending and presenting at the Technology Tools for Today conference in San Diego.  The conference is one of the best in the profession for helping advisors like me keep abreast of the dynamic world of technology. One of the best features of the conference is the ability to talk directly to the […]

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Financial Planners Need A Financial Planner

Most financial planners think they can do their own financial planning.  Ironically, so do most consumers.  Just as most consumers would benefit from engaging a financial planner, so would most financial planners.  Lisa Shidler of InvestmentNews explores why most planners go it alone.  You can read the article here.

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