Meet Our New Team Members

Meet Our New Team Members

By John Fennig, CFP®, CPA At KFA Private Wealth Group, we take great pride in going the extra mile for our clients. Those efforts have been paying off, and we’re excited to announce that our firm has expanded our team (again!). As an independent firm offering...
How to Teach Your Kids About Money

How to Teach Your Kids About Money

By Tricia Lepofsky  You know your children have a lot to learn. Out of all the things you want to teach your kids (like kindness, respect, responsibility, a solid work ethic…), financial literacy should top that list. Why? Financial literacy is a skill that can...
Saving Money on Taxes With a Donor-Advised Fund

Saving Money on Taxes With a Donor-Advised Fund

By Jason Epps, CFP®, CRPC®  Giving back is a great way to use your money. You could always buy a bigger TV or some designer clothes, but that doesn’t add value to the world and to your community like giving back does. Making charitable donations is rewarded with...
Should You Keep That Rental Property?

Should You Keep That Rental Property?

By Jason Epps, CFP®, CRPC®  Owning real estate is one of the most attractive investments as it provides owners with a steady stream of income and it’s considered “passive.” As a rental property owner, you have likely figured out that being a landlord is anything...
You’ve Inherited Money, Now What Should You Do?

You’ve Inherited Money, Now What Should You Do?

By Tricia Lepofsky Receiving an inheritance can be a bittersweet experience. You may have lots of emotions, such as surprise, overwhelm, hope for the future, and sadness. On one hand, the gifted money or assets could bring about positive change to your financial...
5 Financial Planning Tips for Aging Parents

5 Financial Planning Tips for Aging Parents

By Tricia Lepofsky Watching your parents age can leave you with many new responsibilities. Having a plan in place can relieve much of the weight off your shoulders in an especially stressful transition. My sisters and I are living through this scenario right now....
10 Questions You Should Ask Your Advisor

10 Questions You Should Ask Your Advisor

By Jason Epps, CFP®, CRPC®  It’s pretty rare these days to hear anyone complain about a lack of options. Whether it’s selecting a restaurant or finding a doctor, the multitude of choices can feel overwhelming. When it comes to choosing a financial advisor, the...
Solo 401(k) vs. SEP IRA: Which Is Best for You?

Solo 401(k) vs. SEP IRA: Which Is Best for You?

By Tricia Lepofsky As a small business owner or self-employed individual, it can be hard to save for retirement when there are so many other aspects of your life and business to worry about. Too often, retirement planning ends up on the bottom of the to-do list. Even...