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KFA Private Wealth
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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...
Your End-of-the-Year Checklist for Small Business Owners

Your End-of-the-Year Checklist for Small Business Owners

by Jason Epps | Dec 1, 2023 | Blog, High Income Earners, Small Business

By Jason Epps, CFP®, CRPC®      As the calendar approaches its final pages and the holiday season draws near, it’s a pivotal moment for small business owners to take stock of their operations and financial standing. While many are focused on festivities and...
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