How to Tie Your Financial Goals to Your Personal Values

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...
Meet Our New Team Members

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

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

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...