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What Are You Saving For?

What are you saving for? For financial planners and other financial advisors, it’s easy to become immersed in the details of investment portfolios and retirement plans. Those of us who get excited dealing with the mechanics of investing—the “how”—sometimes forget that...

Possible Tax Relief for Mutual Fund Investors

Every year at the beginning of tax season, when tax statements are sent to investors, I know that I will be getting a few phone calls from new clients who are not pleased.  They have the following question:  “This form shows that I had a taxable capital gain...

New Client Communication Center

As of October 1, 2005, KFG Clients will receive an upgrade in the manner in which we communicate with you.  We are doing away with our quarterly newsletter (both in the printed and electronic form) and going with a continuous, interactive...

Where To Find A Bargain On A Cruise

I am always looking for a travel deal.  In June 2005, my family went on a 10-day cruise on Celebrity Cruise Lines from Rome to Rome.  The cost was a reasonable $4,200 for my family of four.  However, I have an even better deal.  In November, my...