Holiday Open House

Join us at the KFM office on December 11 for a cup of cheer and an opportunity to support veterans in our area. View invitation.

December Newsletter

Learn how to curb an overspending habit, and get tips for helping aging parents manage their finances. Read more.

Long Term Care Awareness Month

November was Long Term Care Awareness Month. Not everyone needs long term care insurance, but everyone needs a plan. Something has to pay for your care—either someone’s money or someone’s lifestyle. Call us today to help make your plan.

Mary Kusske Attends Workshop with Ed Slott’s Master Elite IRA Advisor Group

Mary is devoting three days this month to educating herself on IRA tax issues as a member of Ed Slott’s Master Elite IRA Advisor Group. This is the highest level of continuous training available anywhere in the area of IRA distribution planning. See the topics she will be covering.

IRAs vs. Employer-Sponsored Retirement Plans

Learn the five key distinctions between IRAs and employer-sponsored retirement plans. Read more.

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