My old friend John, unannounced as always, popped his head into my office this week. “Hey Rick, do you have a financial form I could borrow?” “John, we have lots of financial forms. What type do you need?” “One that shows how much you are worth.” “Oh, a Personal Financial Statement. Sure, ask Lindsay for one,” I replied. “Okay, great, got to go,” he said, starting toward the front office. “John,” I hollered after him, “What do you need it for? Are you applying for a loan?” “Oh, no. I have a date tonight and I need to give it to her so I know if I should bother asking her out a second time.”Rick Kahler, CFP, resides in Rapid City, South Dakota and is a fee-only financial planner. He is the co-author of “The Financial Wisdom of Ebenezer Scrooge” and “Conscious Finance,” both available on Amazon.com. You can learn more about Rick at wwww.kahlerfinancial.com.
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