by Jason Epps | Jan 4, 2023 | Blog
By Jason Epps, CFP® You’re already prioritizing charitable giving as part of your overall financial picture, so why not streamline the process and employ a tax-mitigation strategy? If you’re taking an RMD (required minimum distribution) and giving to charity,...
by John Fennig | Nov 16, 2022 | Blog
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...
by Tricia Lepofsky | Oct 28, 2022 | Blog
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...
by Jason Epps | Oct 5, 2022 | Blog
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...
by Jason Epps | Sep 14, 2022 | Blog
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...
by Tricia Lepofsky | Aug 31, 2022 | Blog
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...
by Jason Epps | Jul 11, 2022 | Blog
By Jason Epps, CFP®, CRPC® Although we had hopes that inflation would begin to ebb, the Federal Reserve yet again raised interest rates on June 15th by 0.75% (after U.S. inflation rates soared to 8.6% in May 2022), (1) the largest hike in a single meeting since...
by Tricia Lepofsky | May 12, 2022 | Blog
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....
by Jason Epps | Mar 24, 2022 | Blog
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...
by Tricia Lepofsky | Feb 23, 2022 | Blog
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...
