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David H. Kinder, RFC®, ChFC®, CLU®
Jun 12, 20233 min read
Are portfolio management fees a rip-off? Compared to what?
It's easy for financial professionals to "beat up" on portfolio management fees. After all, it's possible that it doesn't feel like...
89 views
David H. Kinder, RFC®, ChFC®, CLU®
Apr 15, 20236 min read
How to Choose a Financial Advisor
This is a question that I've had in the back of my head for quite some time... and I finally came up with the right answers to this...
100 views
David H. Kinder, RFC®, ChFC®, CLU®
Mar 20, 20232 min read
Why haven't my other advisors heard about what you teach and advocate?
I've been in the financial services industry for nearly twenty years. I'd like to think I've seen and heard about almost everything. I...
59 views
David H. Kinder, RFC®, ChFC®, CLU®
Mar 17, 20234 min read
How does an IUL "Wash Loan" work:
One of the greatest advantages of cash value life insurance is the ability to pledge it as collateral for a loan. Life insurance cash...
521 views
David H. Kinder, RFC®, ChFC®, CLU®
Mar 16, 20232 min read
"Do the insurance contracts you offer meet fiduciary duty standards?"
This was a question posed to another professional I work with in my financial group. He was asked this by an IAR (Investment Advisor...
46 views
David H. Kinder, RFC®, ChFC®, CLU®
Mar 14, 202312 min read
Let's talk about the U.S. Tax Code as it relates to what we advocate
I like being well read, well researched, and well-documented when it comes to the strategies I like to promote. I will admit... to being...
103 views
David H. Kinder, RFC®, ChFC®, CLU®
Mar 13, 20234 min read
Recent Bank Failures and You
Lots of panicking headlines over the past few days about Silicon Valley Bank and Signature Bank. Should you be worried? And are other...
64 views
David H. Kinder, RFC®, ChFC®, CLU®
Mar 10, 20233 min read
David, How Are You Compensated?
This article is very timely. I was at a professional conference a month ago and had the idea to write this article at that time. Since...
42 views
David H. Kinder, RFC®, ChFC®, CLU®
Mar 10, 20233 min read
Safe Withdrawal Rate and Level vs Increasing Income Considerations
I had a good meeting the other day and it sparked up a question that I hadn't written about before. First, the premise: The safe...
30 views
David H. Kinder, RFC®, ChFC®, CLU®
Mar 10, 20236 min read
What makes a good client?
I've been giving this some thought as I thought it would make an excellent blog article. Let me start with the obvious: Yes, it is up...
29 views
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