With Gratitude to a Financial Planning Mentor

Watch this video on YouTube I was in a cab, returning to our ship after a day of touring Belfast, Ireland, when I received a text from my father: “George Chell passed away this morning.” George was my long-time friend, mentor, and former business partner....

Ahoy There, Matey! What’s a Luxury Cruise Worth Without Pirates?

Watch this video on YouTube When does frugality intersect with insanity? Maybe about the time the pirates show up. My wife and I are frugal. We are also fans of cruise vacations who have just completed our 28th cruise. With a little homework, cruises represent a great...

Chili on China

No, we are not talking about two countries.  Rather I am referring to our recent company Christmas Party where the Chef d’Cuisine, my wife Marcia, served her Texas style chili and cornbread.  That by itself is not so unordinary, but when you add that she served...

The Relative Value of Cats and Dogs

Watch this video on YouTube “I’d really like a Maine Coon cat, but they cost around $800. I’m not going to pay that much for a cat.” The man who said this paid $500 for his purebred Lab. Obviously, he’s willing to spend money on things he...

KFG Welcomes Lisa Rothe

The day we hired Lisa, we asked her if it was possible that she could delay starting for 6 weeks and she said, “I’ll make it work.”  That night Darla gave us her six-week notice.  Rick called Lisa the next morning and asked her if she could start the...

Capitalism, Weeds, and Brotherly Business Deals

Watch this video on YouTube What is capitalism? How does it work? For some time now I’ve been meaning to write a column on that topic, but it has seemed to be a daunting task more fit for an economist than a financial planner. Then I remembered this story from...