How to Prioritize and Save for Multiple Financial Goals

How to Prioritize and Save for Multiple Financial Goals

By Jason Epps, CFP®, CRPC® It seems like no matter how much money you make, there’s always more things to spend it on. Whether it’s home renovations, an upgraded car, retirement savings for yourself, or tuition for your children, it can seem like staying on track to...
Key Steps to Take Within 5 to 10 Years of Retirement

Key Steps to Take Within 5 to 10 Years of Retirement

By Tricia Lepofsky Creating a comfortable retirement can be the biggest financial challenge you face when establishing a comprehensive financial plan. The good news is that if you are later in your career, you may have more opportunities to put more money toward your...
3 Clients We’ve Helped: Could We Help You Next?

3 Clients We’ve Helped: Could We Help You Next?

At KFA Private Wealth Group, our greatest motivator is to help our clients succeed by deciphering the complex financial challenges that are holding them back. Below, I describe 3 different success stories from clients who needed our help maximizing the opportunities...
What You Need To Know About Real Estate Taxation

What You Need To Know About Real Estate Taxation

By Jason Epps, CFP®, CRPC® If you have decided to take the plunge into rental real estate properties, then you probably know how great a resource real estate is as a wealth-building tool. While not an altogether passive form of income, if they are managed well,...
Are You Considering Investing In Real Estate?

Are You Considering Investing In Real Estate?

By Jason Epps, CFP®, CRPC® Financially savvy people usually have a plan in place for investing, typically through 401(k)s or IRAs. But many are missing out on the opportunity to diversify their portfolio through the avenue of real estate investing. Sometimes this is...
Who We Serve And How We Can Help

Who We Serve And How We Can Help

For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your...