What do financial advisors do

“106 Things We Do” for our Clients at KFG

 We made a list of all of the things we do for your clients. We’re at 106 things so far . . .

When Tax Deductions Cost You Money

How much is a tax deduction worth? Maybe less than your money scripts would have you believe. Here are some common ways that over-emphasizing deductions may reduce your tax bill, but actually cost...

Taxes, Emotions, and Your Money Scripts

Someone recently asked if I knew of a CPA that was trained as a financial therapist. I admitted I didn’t. I even chuckled at the peculiar combination—until I realized it's probably just as peculiar...

Cost of Living and Minimum Wage

President Biden’s coronavirus stimulus package has the intention of flooding the economy with money at a time when economic growth is sputtering. Ironically, it contains one provision likely to...

Financial Planning After Retirement

After you retire, do you still need financial planning? And can you afford it? The answer to the first question is clearly "yes." The answer to the second is "It depends." At times it’s true that a...

Common Retirement Money Mistakes

One of my retired clients is fond of telling me, "Growing old is not for the faint of heart." As we age, it becomes increasingly important for us to have a support system that will advocate for us,...