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Tag: kfg

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...

Important Tax Date For KFG Clients

This is a reminder to all our clients who have traditional IRA’s.  Be sure to call your accountant and find out if you should convert a portion of your IRA to a Roth IRA by November 15th. The person who can benefit most from this is someone in a low tax bracket,...