Tag Archives | 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 her if she could start the next morning.  She said, “I’ll make it work.” Making […]

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Kahler Financial Group Hires New Associate

Recently, Alan Moore, a graduate student from the University of Georgia, joined us as a financial planning analyst. Some of our clients may remember him from when he interned with us last summer. I’ve wanted to add a CFP professional to our staff for a long time.  After literally years of looking, Alan seemed to be the […]

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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, 15% or under.  If […]

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