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KFA Private Wealth
  • Who We Serve
    • Equity Compensation
    • Self-Employed
    • Other High Income Earners
  • Services
    • Financial Planning
    • Tax Planning
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    • Webinar
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5 Strategies for Saving Taxes in Retirement

5 Strategies for Saving Taxes in Retirement

by Tricia Lepofsky | Feb 1, 2024 | Blog, High Income Earners, Retirement Planning

By Tricia Lepofsky, ChFC®     If you find yourself dreaming about retirement, chances are high that taxes aren’t the first thing that comes to mind. But here’s a nugget of wisdom: Giving attention to your tax situation can make a big difference in your...
Don’t Let Your Emotions Control Your Wealth

Don’t Let Your Emotions Control Your Wealth

by Tricia Lepofsky | Jan 2, 2024 | Blog, High Income Earners

By Tricia Lepofsky, ChFC®     Some of the most common financial mistakes people make are not necessarily due to the inability to manage finances. The real challenge often lies in the ability to control emotional responses to money matters.     In...
What NOT to Do in the First 10 Years of Retirement

What NOT to Do in the First 10 Years of Retirement

by Tricia Lepofsky | Nov 1, 2023 | Blog, High Income Earners, Retirement Planning

By Tricia Lepofsky, ChFC®     Embarking on the journey of retirement is often viewed as a time of relaxation, adventure, and well-deserved freedom from the daily grind. However, the first 10 years of retirement can be a critical period that sets the tone for...
Facing the Future: How to Be Ready for Widowhood Today

Facing the Future: How to Be Ready for Widowhood Today

by Tricia Lepofsky | Sep 26, 2023 | Blog, High Income Earners

By Tricia Lepofsky, ChFC®     Discussing the possibility of losing a loved one is undoubtedly challenging, and facing widowhood can be an emotional rollercoaster. While it’s impossible to fully prepare for the loss of a life partner, taking proactive steps...
Maximize Your Retirement: Stay Ahead of the Game by Avoiding These Common Mistakes

Maximize Your Retirement: Stay Ahead of the Game by Avoiding These Common Mistakes

by Tricia Lepofsky | Aug 1, 2023 | Blog, High Income Earners, Retirement Planning

By Tricia Lepofsky, ChFC® Retirement is a time many of us look forward to—a chance to relax, pursue our passions, and enjoy the fruits of our labor. But the unfortunate truth is that there are many common mistakes retirees fall into that end up hindering their...
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