Finance insights for high income earners.
Key Steps to Take Within 5 to 10 Years of Retirement
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...
3 Clients We’ve Helped: Could We Help You Next?
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...
What You Need To Know About Real Estate Taxation
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,...
Are You Considering Investing In Real Estate?
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...
Top 5 Financial Planning Challenges For 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...
Who We Serve And How We Can Help
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...