Retirement can completely restructure one’s finances and habitual spending. Retirees can expect to spend 55% to 80% of what they spent pre-retirement, according to Fidelity Investments. Income is limited once the working years are over, and such a dramatic life change can shift priorities and provide new perspectives. Money Talks News readers can attest to that. We asked the retirees of…
Your wedding day might be the most expensive party you will ever throw. But there is something else worth thinking about. The person standing across from you at the altar could end up playing a bigger role in your financial life than you ever expected. This is not about “marrying for money” in the sense…
As financial advisors, we are no stranger to the incredible benefits of long-term compounding. From the fact that a future retiree can save $1M by ‘just’ saving $300/month and investing it into a diversified growth portfolio that can grow at 8% annual for 40 years from age 25 to 65. To the illustration in James…
2025084815701 Tory A Duggins CRD 4556340 OHO Decision df.pdf | FINRA.org Skip to main content Action Date Wed, 06/10/2026 – 12:00
Is the best way to invest in bonds to buy individual IOUs or shares in a bond fund? “We get this question all the time,” says Collin Martin, head of fixed-income strategy and research at the Schwab Center for Financial Research. “And every time, I give the same answer: It depends.” Mutual and exchange-traded funds…
I’ve visited Hawaii more than a dozen times, and the Sheraton Kauai Coconut Beach Resort is one of my favorite hotels in the state. Located in Kapa’a on Kauai’s East Side, the property’s vibes are relaxed, and it’s elegant without being over the top. You can borrow the hotel’s bikes for beachside rides, come back…
Welcome everyone! Welcome to the 501st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Rick Kahler. Rick is the founder of Kahler Financial Group, an RIA based in Rapid City, South Dakota, that oversees approximately $300 million in assets under management for 130 client households. What’s unique about Rick, though,…
