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 . . .

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...

“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...

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...