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 . . .

How Much Money Equals Wealth?

How much money do you need to have to be considered rich or wealthy? The best answer is "it depends," considering your definitions of rich and wealthy. Are they terms defined by one’s net worth, inc...

Creating Money to Fund Social Security

In two recent columns, I discussed two reasons not to worry about the possibility of "defunding" Social Security. Several readers were shocked by my statement that Social Security funding could come ...

Trump’s Tax Avoidance

Every once in a while, a breaking news story is on a topic that I actually understand. The September 27 New York Times article, "Long-Concealed Records Show Trump’s Chronic Losses And Years Of Tax A...

Funding Social Security Without Payroll Taxes

Last week I pointed out the strong improbability of Social Security failing despite President Trump's promise to support eliminating the payroll taxes that fund it. Accomplishing this would require no...

Defunding Social Security? Highly Unlikely

I received this email from a long-time retired reader. "I've been reading a lot of stuff that says we may not have Social Security income before too long. This concerns me, of course—if my partner l...

Financial Therapy Workshop Offering

Money skills are the 21st century’s survival skills! You may have a great education, a successful career, or be the best in your field… but if you don’t understand how to make sound money decisions,...

Seven Successful Investing Habits

Ever since Stephen R. Covey published The 7 Habits of Highly Effective People in 1989, we’ve seen variations of “Seven Successful Habits” on about everything. Here is my version as applied to...