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Real Friends Don’t Let Friends Make Oral Agreements

Click here to listen to Rick’s column: Download doing_business_with_friends.mp3 Which is likely to be the wiser business deal�one with a friend or one with someone you don’t like? All else being equal, you might be better off doing business with the...

“Can I Afford It?”

“Can I afford this?” It’s a question we commonly ask when we’re considering a purchase. That’s true whether “this” is a four-dollar fruit smoothie or iced coffee, a suit on the clearance rack, an expensive pair of shoes, a...

Bloomberg Lists KFG Largest Financial Planner In 7 State Area

I recently came across a quote from award-winning writer Robert Silverberg that pretty much summed up how I wanted to open this article: “My temperament is not inclined toward more self-promotion than is absolutely necessary for my professional well-being.” Those of...

This Is Not Your Mother’s Medicare

By now, Medicare Part D is old news. Medicare recipients have picked their way more or less successfully through its tangled thickets and managed to enroll in one or another of its many drug plans. That doesn’t mean, however, that you can breathe a sigh of...