What do financial advisors do

“106 Things We Do” for our Clients at KFG

 We made a list of all of the things we do for your clients. We’re at 106 things so far . . .

Common Retirement Money Mistakes

One of my retired clients is fond of telling me, "Growing old is not for the faint of heart." As we age, it becomes increasingly important for us to have a support system that will advocate for us,...

No Free Lunch, No Free Investing

"There ain’t no such thing as a free lunch," my Grandpa once told me. The adage suggesting you can't get something for nothing seems to have bitten millions of unwitting investors who used a popular...

Investment Decisions And Political Passion

"How will the outcome of the U.S. election impact retirement planning, and what actions are you taking now?" Financial Planning Magazine asked 320 financial advisors this question. Nine out of 10...

Money Skills Matter For Life Success

A popular money script is to assume that fame, accomplishments, and excellence in one’s field equate to financial security. Like any money script, this can be true in some cases and incorrect in...

Money Scripts and Holiday Spending

The Christmas shopping season is in full swing. Some shoppers overspend on gifts and end up paying off credit card bills for months. Others drive themselves crazy trying to find exactly the right...

The High Financial Cost of Gray Divorce

I spend a lot of focus helping my clients protect their hard-earned assets from the reach of a frivolous lawsuit. The chance of such a lawsuit in the US is always a risk when a person with a nest...