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....
It’s a myth to think financial planners can motivate clients to change. This topic from Rick’s recent talk at the spring conference for the National Association of Personal Financial Advisors (NAPFA) was cited in Financial Planning magazine. Ann Marsh and...
Rick and Sarah just returned from the annual Nazrudin Project Retreat, held in blustery Estes Park last weekend. The Nazrudin Project, a leaderless think tank of top financial life planning practitioners, celebrated its 20th anniversary. The think tank...
Watch this video on YouTube Ron was in his 70s when he first came in to ask about engaging my services. He said, “My wife is upset. She’s lost faith in my ability to run our finances.” He handed me the latest statement of his retirement portfolio. I...
While growth is important in any business, unbridled growth often can tax a business’s infrastructure and end up doing more harm than good. At KFG, we monitor our growth carefully so as to not compromise the highly personal service we give each of our...
