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KFA Private Wealth
  • Who We Serve
    • Equity Compensation
    • Self-Employed
    • Other High Income Earners
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6 Ways to Spring Clean Your Finances

6 Ways to Spring Clean Your Finances

by Jason Epps | Apr 14, 2025 | Blog, High Income Earners, Self-employed, Small Business, Uncategorized

When I was a kid, I always knew spring had officially arrived—not because of the warmer weather or blooming flowers, but because my mother would clean out the pantry. Every year, like clockwork, she’d pull everything off the shelves, check expiration dates, and...
Navigating Amazon’s Unique RSU Vesting Schedule: A Strategic Guide for Employees

Navigating Amazon’s Unique RSU Vesting Schedule: A Strategic Guide for Employees

by Jason Epps | Mar 20, 2025 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized

If you’re an Amazon employee, you likely have a substantial RSU package that could potentially transform your financial future. There’s just one problem: Amazon’s unique vesting schedule can feel confusing and overwhelming. If you feel this way, you’re not...
Vesting Victory: Mastering Your Stock Option Journey

Vesting Victory: Mastering Your Stock Option Journey

by Jason Epps | Feb 18, 2025 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized

Dealing with stock options can be tough. From figuring out when and how to exercise, to dealing with complex taxes and the pressure of managing expiration dates, it can quickly feel overwhelming. However, figuring out these challenges is vital because stock options...
Smart Tax-Free Investment Tips: Grow Your Wealth Without the Tax Hit

Smart Tax-Free Investment Tips: Grow Your Wealth Without the Tax Hit

by Jason Epps | Feb 5, 2025 | Blog, High Income Earners, Tax Strategies, Uncategorized

Nobody likes paying taxes—that’s the truth. Taxes are often the biggest expense people face in their lifetime. But what if there was a way to keep more of your hard-earned money by minimizing the tax hit? There are strategies out there that can help you reduce...
Start the Year Strong: Your Financial Blueprint for High-Income Earners

Start the Year Strong: Your Financial Blueprint for High-Income Earners

by Jason Epps | Jan 17, 2025 | Blog, High Income Earners, Tax Strategies, Uncategorized

The start of a new year always feels full of possibility. It’s like a fresh chapter, giving you a chance to set goals and make changes to set yourself up for the months ahead. But for high-income earners, it’s more than just about New Year’s resolutions. It’s the...
Year-End Tax Planning Strategies for High-Income Earners

Year-End Tax Planning Strategies for High-Income Earners

by Jason Epps | Nov 7, 2024 | Blog, High Income Earners, Tax Strategies, Uncategorized

As December 31 approaches, it’s crucial for high-income earners to reflect on year-end tax planning strategies. With the potential for tax changes on the horizon in 2024, now is the perfect time to ensure you’re maximizing your savings and securing your family’s...
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