Kahler Financial

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• Whitney Houston's Estate

  by Rick Kahler Since the death of singer Whitney Houston, I've seen several articles from attorneys and financial advisors about the errors in her estate planning. They have summarized three areas where it was badly flawed: Lack of privacy. Ms. Houston... Posted May 03 2012, 03:00 PM by Rick Kahler with | with no comments Filed under: financial advisor, Financial Advice, Estate Planning, Tax Planning

• What Your Real Estate Agent Has to Tell You, But Your Financial Advisor Doesn't

  by Rick Kahler When it comes to transparency and understanding who represents whom, the financial service industry could learn a lot from the real estate industry. When you are a customer, the salesperson’s job is to sell you a product or a service. While... Posted Jul 13 2011, 09:00 AM by Rick Kahler with | with no comments Filed under: financial advisor, Financial Advice, Unbiased Financial Advice, Financial Service, Fiduciary Standard

• A Difference of Opinion

  I didn't think it was personal, until last week. Driving to an appointment, I was listening to Dave Ramsey's radio talk show. He began talking about people who criticize him and how that used to bother him, but no more. He said, "After selling... Posted Jun 16 2011, 10:55 AM by Rick Kahler with | with no comments Filed under: financial advisor, Financial Planner, Financial Advice

• The Right Advisor for the Right Advise

  Three years ago I wrote a column critical of some investing advice offered by Dave Ramsey, the radio show host who specializes in helping people follow budgets and pay off debt. I have a great deal of respect for Ramsey and recommend his books, but on... Posted Feb 08 2011, 01:27 PM by Rick Kahler with | with no comments Filed under: money, financial advisor, REITS, Ramsey, funds