KFICO Group

06/24/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

06/22/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

06/19/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

06/17/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

06/15/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

06/12/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

06/10/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

06/08/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

06/05/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

06/03/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.