Our goal is to build an income stream sufficient to meet your retirement needs. We also want the income stream to increase over time to offset inflation. To do this, we invest in a portfolio of common stocks of some of the best, high quality, financially strong companies in the world.

Determining which of your financial records need to be saved can be daunting… read on to help clear the confusion.

How would the KFP dividend philosophy have worked if you had invested $1 million in the S&P 500® thirty years ago?

We review Medicare Premiums for 2026 and what it means for those 65 and above.

Should you consider doing a Roth Conversion? We address this common question in this month’s post. Click below to learn more.