Tax Issues

2021 Tax Changes (Rebroadcast)

It's inevitable. Change is coming but no one knows for sure exactly what that change will be. Here are several things that may happen.

10 Questions You Need to Be Asking Your Financial Advisor

Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.

2021 Tax Changes

This week we're talking about everyone's favorite topic...TAXES!!! It's inevitable. Change is coming for 2021 but no one knows for sure exactly what that change will be. Here are several things that may happen.

Too Much Information

As of January 2021 there are over 1.83 billion websites on the internet. There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.

How to Lower Your Tax Bracket in Retirement

We were honored to have our friend Jim Farmer, Managing Partner of Financial Strategies Group, LLP join us this week as our special guest. We discuss Jim's two part article that he had published in Forbes explaining strategies you can use to possibly lower your tax bracket in retirement.

2 Numbers You Need to Know

The tax code can be changed at any time...Do something now or you may end up paying for it later. And remember, we are here to help when you’re ready!

Do You Cut and Paste Your Decisions About Money?

Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

Congress Update

This week we talk about the updates to the economic relief package. So if you're a farmer, rancher, business owner, or non-profit, you don't want to miss this week's episode.

The Most Googled Money Questions in 2020

It’s not always about getting an answer. It’s about getting the right question to ask. Here's a list of the top money questions people searched using Google in 2020...with a KFS twist.

Are You in the Lifeboat with Your Investments?

Our in-house CFA Aaron Kennedy joins us this week on our show. As risk managers, we are in the business of first preserving what you have worked so hard to get, then growing it—not the other way around. You don't want to miss this week's episode!

Election Results & Your Next Steps

Right now, post-election, is the time to prioritize your to-do list in light of the results. Here are 5 priorities to consider.

Ag-Value and Estate Taxation

Are you a farmer, rancher, or small business owner? This week we share what you need to do before the end of the year. You don't want to miss this!