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...
by John Fennig | Jan 21, 2022 | Blog
By John Fennig, CFP®, CPA KFA Private Wealth Group is growing! We are pleased to announce the newest additions to our team! As an independent financial services firm, we always strive to offer robust comprehensive service and focused, personal attention. Our goal is...
by Jason Epps | Dec 18, 2021 | Blog
By Tricia Lepofsky The holidays can be an extra financial burden in a regular year, but with all that 2021 has thrown at us in terms of increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation,” (1) it’s understandable if...
by Tricia Lepofsky | Dec 8, 2021 | Blog
By Tricia Lepofsky As we discussed in the first article in this series, equity compensation has become an increasingly popular option for many employers. It provides loyalty and employee benefits without the upfront cost required to increase base salaries or...
by Jason Epps | Nov 11, 2021 | Blog
By Jason Epps, CFP®, CRPC® There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that...
