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SECURE Act Passes; Review IRA Estate Planning

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 children who inherit IRAs will be required to drain them within 10 years and pay […]

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Charitable Giving With A Donor Advised Fund

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. “You wish to be anonymous?” “I wish to be left alone,” said Scrooge.

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Congratulations Rick! – Certified Financial Therapist-Level I™ Professional

We are excited to announce that KFG’s very own Rick Kahler has earned the designation of Certified Financial Therapist-Level I™ Professional (CFT-I™). Rick has been a fundamental part of bringing awareness, training, and regulation oversight to the developing financial therapy industry.  Financial therapy is a process informed by both therapeutic and financial competencies that helps […]

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Who Owns Your Credit Card Reward Points?

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 heir is another matter.

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