KFICO Group

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

Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education.

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.

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

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.

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

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

Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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.

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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.

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

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

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

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

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

Protecting Your Home Against Flood Loss Protect yourself against the damage that your homeowners policy doesn’t cover.

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

Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.