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"Waht Do You Mean My Balance Is Zero?!"

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Uploaded by on Aug 24, 2007

My office got an unusual number of phone calls and emails from clients in June. Most of them went something like this: "Rick? I just got my TD Ameritrade statement for this month, and it says last month's balance was $873,000 and the current balance is zero. And I see from reading your webpage that you've been traveling a lot lately. Is there something you haven't been telling me?" 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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  • Their customer service has always been good for me.

  • TDAs customer service is .....

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