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 . . .

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...

“What Would People Think” Money Scripts

I recently wrote a column about an aging friend who, after years of doing it himself, hired someone to clean out his gutters. His reasoning was that at this stage in his life he had more money than...

Financial Planning for a Biden Tax Plan

Although US Presidents’ influence on the economy is limited, their tax plans can affect Americans’ personal finances. Given Biden’s current lead in the polls and the real possibility of Democrats...

“106 Things We Do” for our Clients

Financial Planning 1. Care more about you and your money than anyone who doesn’t share your last name. 2. Proactively adopt and implement a Fiduciary Standard in relation to you, your family, your...

Your Portfolio and the Presidential Election

Watch this video on YouTube “What will happen to my investments if [the candidate I dislike] becomes President?” This is a question I hear frequently during any Presidential election year, especia...

Worse Likely Still Ahead for the Economy

Is it reasonable to think the economy is on the upswing? After all, by one stock market rule of thumb a new bull market started on March 26 when the Dow shot up over the magical 20% mark from the...