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The Secret to Building Wealth: Live Frugally

By: Rick Kahler, CFP® As a financial planner, one of the most common questions I get is, “How do I accumulate wealth?” Many people think wealth comes primarily from owning your own business, holding a...

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Life & Money Lessons from the Wealthy

I recently read a great article in the Washington Post by Barry Ritholtz, who has worked with some very high net work individuals with hundreds of millions of dollars (or more), offering a list of life...

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Personal Finance Lessons from the World Wealth Report

Capgemini and Merrill Lynch recently released the latest version of their annual World Wealth Report (as discussed in this New York Times article), an analysis of the latest trends affecting the...

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What’s the Secret to Financial Independence?

By: Rick Kahler, CFP® Would you like to be financially independent? Most of us would. We’d like to enjoy a comfortable lifestyle without having to earn an income. Recent studies suggest that an...

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When Will We See the World’s First Trillionaire?

In recent years, even at a time of global recession, the world’s wealthiest people have been getting wealthier and wealthier. In fact, the wealthiest 5 percent of American households received 81.7...

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The Elderly Are Getting Richer; The Young, Not So Much

The past few years of economic turmoil have been hard on millions of Americans, but some Americans are weathering the storm better than others. Older Americans have seen significant gains in financial...

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Leave It to the Pros: Q&A with Financial Experts Dr. Stephen Goldbart & Joan...

For round nine of our “Leave it to the Pros” series, we’re doing something a bit different. Today, we’re sitting down with two financial experts: Dr. Stephen Goldbart and Joan Indursky DiFuria,...

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