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KFA Private Wealth
  • Who We Serve
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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...
Solo 401(k) vs. SEP IRA: Which Is Best for You?

Solo 401(k) vs. SEP IRA: Which Is Best for You?

by Tricia Lepofsky | Feb 23, 2022 | Blog, High Income Earners, Retirement Planning, Self-employed

By Tricia Lepofsky As a small business owner or self-employed individual, it can be hard to save for retirement when there are so many other aspects of your life and business to worry about. Too often, retirement planning ends up on the bottom of the to-do list. Even...
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