Welcome to the KAF Financial Advisors Website! 
  
  
We hope you use our site as a resource and visit often. 
 
This site will introduce you to KAF Financial Advisors, our philosophy, services, and our process. It will also offer a wealth of educational materials such as articles, calculators, research reports, and other tools designed to keep you up-to-date on financial issues, strategies, and trends. 
 
Check back often as we are constantly adding new material. If you have a specific question or want more information, click on contact us, email at info@kafgroup.com or give us a call at 781-356-2000.
  
 
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KAF Financial Advisors

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

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