Financial Planners
Economics isn’t a neat equation — it’s more like a bowl of tangled spaghetti. Learn why predictions so often miss the mark and how a strong financial plan helps you navigate uncertainty. We Treat Economics as Science We are daily bombarded with economic numbers, and our brains want them to […]
Looking back at our past blogs and podcasts, I think online security is the only topic Nick and I have covered more often than budgeting and having a contingency fund. But based on some stories we’ve heard recently, this seems to be a topic we can’t talk about enough: Online […]
Nick Nauta, CFP®, CLU®, RLP® Brings Kinder Life Planning Methodology and Signature EVOKE® Process to Firm’s Clientele Kinder Institute of Life Planning has announced that Nick Nauta, CFP®, CLU®, Financial Planner at Shotwell Rutter Baer, is among over 500 advisors globally to earn the prestigious Registered Life Planner (RLP®) designation. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_39.mp3Podcast: Play in new window | DownloadHow are you budgeting for vacation? It’s early summer in Michigan, and for a lot of families that means road trips to up north destinations, cottage rentals on lakes, and, sometimes, too much fudge and ice cream. Vacation season can also mean budget troubles: […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_23.mp3Podcast: Play in new window | DownloadFor our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross, and Carlo DiClemente. This book was first brought to my attention by one of my instructors at Kansas State, Dr. Megan Lurtz, who wrote […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_6.mp3Podcast: Play in new window | DownloadHow would you describe your relationship with money? Money can’t buy you love. It’s as cliché as a cliché can be, and so it is also mostly true. Trying to buy love, or buy happiness, is a fool’s errand. But, as with most things in […]
Financial planners love analogies. If we can find a mental image to explain a concept, you better believe we’re going to use it. That’s why Carl Richards with his brilliant sketches drawn with nothing but a black Sharpie™ marker became a New York Times weekly column and prints of his […]
Market volatility,while never fun, is a fact of life. Over the years, we’ve written about market volatility now and then, usually as questions are coming in from clients asking what they should do with their portfolios when things aren’t st…
“Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” – Warren Buffett Nobody likes a volatile market. Behavioral economists have shown many different ways in which we fe…
Ten years ago, we were in the middle of the Financial Crisis. Between October 2007 and March 2009, the S & P 500 lost 50% of its value. Home values plummeted. Banks and mortgage companies went from boom to bust seemingly overnight, and our entire f…
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