Kahler Financial Group

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  A House Divided: Help Client Couples Work Together

  By Olivia Mellan  |  October 23, 2012

  During the 30-plus years I’ve been counseling couples and teaching them how to resolve conflicts, I’ve identified many ways they tend to polarize around money.

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  What Advisors Are Telling Panicky Clients About Market Volatility: Roundup

  By Joyce Hanson, AdvisorOne  |  August 18, 2011

  The market’s wild ride in the last few weeks has created extra work for advisors—who have spent a lot of time reassuring panicky clients about their investments. Here's a roundup of what advisors and other finance professionals are advising clients to do

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  How to Position Clients in Commodities

  By Ed McCarthy, CFP  |  June 20, 2011

  In today's choppy environment, advisors suggest using mutual funds, ETFs and managed futures for some clients

• College Savings: Do Your Homework

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2010

  David Blain of D. L. Blain & Co., LLC in New Bern, North Carolina, recounts a new client couple who came to him already buried...

• The Psychology of Advice: The Madding Crowd

  By Olivia Mellan  |  May 1, 2009

  When bad things are happening to people all over the world, stress reactions start to run the show. Panic, rage, conspiracy theories, and other forms...

• The Age of Enlightenment

  By Olivia Mellan  |  March 1, 2008

  "Am I set for retirement?" the baby boomer client asked his financial advisor in their first meeting. "I've been writing checks for $3,000 a month...

• Green Acres

  By Bobbi Dempsey  |  July 1, 2007

  When most people think of the wealthy, they automatically envision a Manhattan penthouse or equally metropolitan locale. And while it's true that big cities often...

• Therapeutic Finance

  By Olivia Mellan  |  July 1, 2007

  A while ago, I took part in a committee retreat about teaching communication and counseling-related skills to financial planners. The discussion was sponsored by the...