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Tag Archives | financial planner

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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Getting Back Into The Market – Some Advice From One KFG Client

What if you are skeptical of investing into a shaky economy? You may want to take some advice from Jerry Boyer, who recently talked with Kiplinger.com senior editor Jeffrey R. Kosnett. Here is an excerpt from the article. To prepare for life after a paycheck, Jerry Boyer, a retired lobbyist who lives in Spearfish, S.D., adopted an austerity program […]

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