Financing is often a challenge for women in business, even though women own 40% of businesses in the US. For example, female entrepreneurs ask for roughly $35,000 less in financing than their male counterparts. KFG’s newest staff member, Certified Financial...
“Mom, I can’t take time off work today to take you to your doctor’s appointment, so I’ve arranged to pay for an Uber driver instead.” The elderly parent’s need for transportation is met. The son or daughter’s obligation and...
How much is a tax deduction worth? Maybe less than your money scripts would have you believe. Here are some common ways that over-emphasizing deductions may reduce your tax bill, but actually cost you more money than you save. 1. Maintaining a Home Mortgage. “I...
Our economy is recovering; the stock market is booming. Yet I’m hearing investors express much more fear now than they did last March when the stock market was falling off a cliff. I see a couple of reasons for this. First, market movements are largely emotional...
“Mom and pop shop.” This common term for a small family-owned business makes it sound like a cozy little operation where the owners live and work harmoniously together to make their shared dream come true. The reality, for couples who are both personal and...
“If I was your financial adviser, I would tell you that engaging me is not a good deal for you.” I’ve told hundreds of prospects this over my nearly 40-year career as a financial planner. I can make a good argument that almost everyone would benefit from...
