Articles by Rick Kahler
- Investor
Financial Independence Doesn’t Always Deliver Emotional Freedom
When you think about building wealth or financial success, what’s your freedom number?
- Retirement
Keeping Your Retirement Savings Clear Of The Government’s Thumb
The rationale is that government should be neutral on asset classes. It should not put its thumb on the scale by favoring some investment types
- Family financial conversation
Daily Money Managers Help Seniors Stay Independent and Protect Their Finances
If your elderly mom needs assistance with daily money matters, but you live three states away, where do you find the help she needs?
- Family financial conversation
End-Of-Life Planning Isn’t Just Numbers… It’s Emotion, Timing, and Care
When someone receives a terminal diagnosis, they and their loved ones are forced to deal with both at the same time.
- Investor
Are Shadow Advisors Shaping Your Financial Decisions?
Thinking about rolling over your 401k. Or maybe you just inherited some money and you’re not sure what to do with it. Where do you go for advice?
- Investor
Why Powerful Men Are Turning to Financial Therapy—And What They’re Learning
Financial stress among wealthy men often presents as dominance, overwork, or compulsive acquisition.
- Family financial conversation
How To Support Adult Children Without Sacrificing Your Financial Security
What I find concerning is that about half of those parents say the help is negatively affecting their own financial security.
- Investor
New SEC Marketing Rules Are Reshaping What Advisors Can Say to You
The intent of the rule is to protect clients, and the principles behind it are sensible. Communications must not be misleading.
- Investor
Love, Money, and Miscommunication—How Couples Can Break the Cycle
The good news is that couples can learn to talk about money without starting a fight. Here are some strategies that can help:
- Investor
Market Panic During War Often Leads to Costly Investor Decisions
Back away from the computer before you access your investment account. This is not the time to take dramatic action out of panic.
- Investor
America’s Tax System Is a 1913 House With Endless Additions
Even financially savvy people find themselves second-guessing what qualifies, what doesn’t, and what changed this year.
- Investor
Growing up Poor, Earning More, Still Anxious: Rewiring Financial Trauma for Lasting Security
Even when the numbers say you’re safe, the body may still brace for impact with a jolt of anxiety.
- Viewpoints
Charitable Giving With a Donor Advised Fund
Charitable Giving With a Donor Advised Fund
- Viewpoints
Understanding Leases a Necessary Money Skill
Understanding Leases a Necessary Money Skill
- Viewpoints
Where Will Your Retirement Money Come From?
Where Will Your Retirement Money Come From?
