Watch this video on YouTube Integrity. Trustworthiness. A commitment to clients’ best interests. These are all essential qualities for any advisor you entrust with your financial affairs. One clue to financial planners’ trustworthiness is the...
Watch this video on YouTube You’ve decided it’s time to engage a financial planner, but you don’t know any financial planners. How do you know whom to trust? For years I have recommended that you start by finding a professional with the CFP®...
What do you do when you enjoy math and science but have no passionate feelings about any particular career? You go to engineering school. That’s how I became a mechanical engineer by default. After a master’s degree and nearly a decade at the world’s largest...
Is Rick Kahler smarter than a fourth grader? Maybe not when it comes to creating Internet videos. His own opinion, according to a May 1 article in Financial Planning magazine, is, “A third- or fourth-grader could do more with video than I can.” Still, Rick...
The KFG blog is one of five financial planning blogs chosen this week as “great resources for professional planners, do-it-yourself planners, students and faculty” as well as “good examples of how to set up and write a financial planning blog.”...
