by Jason Epps | Nov 11, 2021 | Blog, Equity Compensation, High Income Earners
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 of...
by Jason Epps | Oct 12, 2021 | Blog, High Income Earners
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...
by Tricia Lepofsky | Aug 5, 2021 | Blog, High Income Earners, Retirement Planning
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...
by John Fennig | Jun 17, 2021 | Blog
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...
by Jason Epps | May 21, 2021 | Blog, High Income Earners, Tax Strategies
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,...
by Jason Epps | Apr 15, 2021 | Blog, High Income Earners, Investment Management
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...
by Jason Epps | Mar 24, 2021 | Blog, High Income Earners
By Jason Epps, CFP®, CRPC® Some people think high-income earners have it easy when it comes to saving money, but that’s just not the case. Sure, high-income earners might have the potential to save more, but unless they’re strategizing how to save, where to save, and...
by Tricia Lepofsky | Feb 26, 2021 | Blog
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...
by Jason Epps | Jan 25, 2021 | Blog, High Income Earners, Tax Strategies
By Jason Epps, CFP®, CRPC® Due to the pandemic and stimulus payments, the federal government’s tax filing season for individual earners will start on February 12, 2021, as opposed to beginning in late January as it has in past years. (1) That means that although...
