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...
Meet Our New Team Members

Meet Our New Team Members

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...
We Are Here for Your Friends and Family This Holiday Season

We Are Here for Your Friends and Family This Holiday Season

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...
What You Need to Know About Equity Compensation

What You Need to Know About Equity Compensation

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...