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Tag Archives | financial planner

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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Is Your Financial Planner a Millionaire? Should You Care?

Lately, I’ve been asking financial professionals this question: “Should your clients care whether you’re a millionaire?” I’ve asked financial planners, financial therapists, and clients. The responses were varied, given with considerable energy, and made some good points. Some professionals said, rather than answering the question, they would turn it around and ask why it mattered […]

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