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Month: November 2017

106 Things We Do For Clients, No. 53

No. 53 of 106 Things We Do For Clients Evaluate your existing returns on your real estate investments, including your return on your equity, current capitalization rates, and internal rate of returns. One of our specialties is real estate, which is unusual for a...

Helping the Rich get Richer and the Poor get Richer

Watch this video on YouTube One of the pillars of my profession of financial planning and counseling is to help people get richer. For many people, this statement might evoke the idea of “income inequality” as summed up by the phrase “the rich get...

106 Things We Do For Clients, No. 52

No. 52 of 106 Things We Do For Clients Help you understand real estate investments. With 45 years of real estate experience, we understand even the most complex real estate investments. We are a little different from most financial planners, in that our founder holds...

Tax Planning for Retirement Plan Required Minimum Distributions

Watch this video on YouTube Planning is important for all things financial, including retirement, which is inevitable no matter how far into the future it may seem. The financial decisions you make in your 20s through your 60s will greatly impact the quality of your...

106 Things We Do For Clients, No. 51

No. 51 of 106 Things We Do For Clients Evaluate new investment opportunities. When investment opportunities arise, KFG is already alert to the potential “fit” into your portfolio, following your goals and your stated risk tolerance. We are continually...