by Jason Epps | Dec 18, 2021 | Blog
By Tricia Lepofsky The holidays can be an extra financial burden in a regular year, but with all that 2021 has thrown at us in terms of increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation,” (1) it’s understandable if...
by Tricia Lepofsky | Dec 8, 2021 | Blog, Equity Compensation, High Income Earners
By Tricia Lepofsky As we discussed in the first article in this series, equity compensation has become an increasingly popular option for many employers. It provides loyalty and employee benefits without the upfront cost required to increase base salaries or...
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...