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Year: 2019

SECURE Act Passes; Review IRA Estate Plan

Watch this video on YouTube The Grinch who stole Christmas is alive and well this year—in the US Congress. Our Representatives and Senators passed a bill that negatively affects the middle and working class by changing the rules of passing on an IRA. Now adult...

Charitable Giving With A Donor Advised Fund

Watch this video on YouTube In A Christmas Carol, Charles Dickens has a scene where two charity workers raising funds for the poor approach Ebenezer Scrooge on Christmas Eve. “. . . What shall I put you down for?” “Nothing!” Scrooge replied....

Rick Kahler Earned CFT-I™ Certifcation

We are excited to announce that KFG’s very own Rick Kahler is one of the first professionals to earn the designation of Certified Financial Therapist-Level I™ Professional (CFT-I™). Rick plays a fundamental role in bringing awareness, training, and regulation...

Who Owns Your Credit Card Reward Points?

Watch this video on YouTube Do your credit card reward points belong to you? For frequent travelers, who often choose credit cards based on reward programs, accumulated points can be worth thousands of dollars. Whether points are an asset that can be transferred to an...