Should You Participate in Your Employee Stock Purchase Plan?
By Jason Epps, CFP®, CRPC® It’s no secret that top-notch employers are always on the hunt for the quality talent out there. And to secure that talent, they know they need to offer some serious perks. From comprehensive healthcare insurance to plush retirement plans,...
How a Backdoor Roth IRA Can Help You Grow Tax-Free Wealth
By Tricia Lepofsky, ChFC® Taxes are a major concern for those planning for retirement, and the backdoor Roth IRA can be a smart way to reduce their impact. While this strategy isn’t for everyone, it could be an ideal option for those looking to reduce their tax burden...
How to Tie Your Financial Goals to Your Personal Values
By Jason Epps, CFP®, CRPC® With a new year underway, have your resolutions fallen by the wayside? Perhaps you wanted your finances to reflect your personal values—but you don’t know where to start. If you’re taking the time to think about what you want to...
The Mega Backdoor Roth & Partial Roth Conversions Explained
By Tricia Lepofsky, ChFC® Mega backdoor Roths and partial Roth conversions became the talk of the town when the first draft of the Build Back Better Act included provisions that would eliminate these strategies for high-income families. Though the bill ultimately...
Why You Should Consider Sending Your RMDs Directly to a Charity
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,...
Meet Our New Team Members
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...
How to Teach Your Kids About Money
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...
Saving Money on Taxes With a Donor-Advised Fund
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...
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?
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...