Blog | Purposeful Financial and Legacy Planning

Mar 26, 20131 min read

Timeshares are expensive, look closely at costs

An interesting and practical article from Rick Kahler. Steve ======================= For residents of places like the Black Hills, where...

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Steve Martin

Mar 25, 20131 min read

Harold Evensky to SEC: Employ the ‘YOU’ Standard in Fiduciary Rule

‘Achilles’ Heel’ of the current regulatory system is ‘the public’s belief that all professionals providing investment advice place their...

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Steve Martin

Mar 17, 20131 min read

8 rules of prudent investing from Larry Swedroe

I think that Larry Swedroe always does a great job making complex ideas more simple. He has done this again in compiling this list....

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Steve Martin

Mar 16, 20136 min read

A Look Back at 2012

By Weston Wellington It took nearly 4½ years, but the cumulative wealth of an S&P 500 strategy with dividends reinvested finally reached...

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Steve Martin

Mar 16, 20132 min read

2012: The Year It Didn’t Happen

An interesting article by Weston Wellington of DFA 2012: The Year It Didn’t Happen Judging by the headlines in the financial press,...

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Steve Martin

Mar 16, 20134 min read

Short-Sighted

This is a very interesting post by Brad Steiman of DFA Not long ago, fatigued investors were feeling the cumulative weight of two severe...

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Steve Martin

Mar 11, 20131 min read

Rick Kahler: Kids who fund own education do better | Financial Awakenings

Do you want to give your children the best possible chance to do well in college, earn higher salaries, and save more for their...

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Steve Martin

Mar 10, 20131 min read

Retirement Planning Falling on Deaf Ears

Financial services firms spent over $1 billion advertising investment and retirement services in 2011, according to Kanter Media, and...

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Steve Martin

Mar 10, 20131 min read

Clocking Out: Tax Planning for Clients Near Retirement | Retirement Planning content from WealthMana

For the last 30 or 40 years, clients who are near retirement have been working and saving every dollar possible, and while they’re almost...

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Steve Martin

Mar 10, 20131 min read

Defining Retirement

Our “Approaching Retirement” blog will focus on the ways that financial advisors address the opportunities and challenges associated with...

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Steve Martin

Mar 10, 20131 min read

Testing Two Retirement “Truisms” | Retirement Planning content from WealthManagement.com

Here are two comments I hear so often from pundits and financial planners that they have become truisms: “People should discount the...

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Steve Martin

Mar 5, 20131 min read

But You Didn’t, Death of a Friend Poem

But you didn’t Remember the time you lent me your car and I dented it?I thought you’d kill me But you didn’t. Remember the time I forgot...

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Steve Martin

Mar 4, 20131 min read

Glossary of Financial Terms | Kahler Financial Group

Glossary of Financial Terms Many of the following definitions are taken from Conscious Finance, by Rick Kahler, CFP®, and Kathleen Fox....

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Steve Martin

Mar 4, 20131 min read

Jeremy Siegel on Why Stocks Are — and Will Remain — the Best Bet – Knowledge@Whart

Though stock market volatility continues to rattle investors’ nerves, the future looks bright for equities in the U.S. and many emerging...

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Steve Martin

Mar 4, 20131 min read

Rick Kahler’s Investment Advice: Learn What to Expect | Financial Awakenings

On our recent vacation, my wife and I visited a nature preserve off the coast of Argentina where we had the chance to swim with sea...

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Steve Martin

Feb 8, 20131 min read

What’s a Safe Withdrawal Rate in Retirement? | Retirement Planning content from WealthManagement.com

What’s a safe withdrawal rate in retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But...

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Steve Martin

Feb 3, 20131 min read

Long-term care insurance about to set fees by gender

Gender discrimination is coming — and it’s perfectly legal. The Long Term Care insurance industry has finally recognized the obvious:...

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Steve Martin

Jan 29, 20131 min read

Understanding Your Options- Tax Implications of Stock Options

This is an excellent article on the Tax Implications of Stock Options As with any type of investment, when you realize a gain, it’s...

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Steve Martin

Jan 26, 20131 min read

7 Ways to Learn Anything More Easily – CBS News

It’s September, so kids are heading back to school and those of you still in college or business school are preparing to hit the books....

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Steve Martin

Jan 25, 20131 min read

Bond ETFs | ETF Trends

There have been a slew of articles already in 2013 warning investors who have piled into fixed-income funds about the dangers of rising...

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