KFA Private Wealth Group

01/12/2026

Microsoft employees: That 22% federal withholding on your RSUs? It's often not enough.

Many Microsoft L65+ employees are left with five figure surprise tax bills at filing time.

Join our live webinar to learn:
✓ Microsoft's quarterly vesting + tax timing
✓ How to close the withholding gap
✓ Year-round tax system that eliminates surprises

January 29th | 12 PM EDT

Register now - link in bio 🔗

Can't make it live? Get the recording.

01/09/2026

Amazon employees: That 22% federal withholding on your RSUs? It's often not enough.

Many Amazon L7+ employees, or those in households with more than one income stream could end up with five-figure tax balances due at filing time. And most have no idea until April.

Join our live webinar to learn:
✓ How to close the withholding gap
✓ Planning around the 5-15-40-40 schedule
✓ Tax strategies for your RSU compensation

Wednesday, Jan 28 | 12 PM EST

Register now - link in bio 🔗

Can't make it live? Get the recording.

12/29/2025

Here's what you can expect from us in 2026 ➡️

If you're ready to make 2026 your best financial year yet, link in bio to book a consultation. Let's start the year strong!

12/24/2025

12/23/2025

Here's what you can still do before year-end:
✅ Tax-loss harvesting to offset gains
✅ Max out 401(k), IRA, and HSA contributions
✅ Bunch charitable giving through a donor-advised fund
✅ Roth conversions if you expect higher future taxes

Every strategy here has the potential to save you thousands—but only if you act before December 31st. Schedule a free call: https://hubs.la/Q03YSn6j0

12/22/2025

2025 wasn't just our year, it was YOURS. And the numbers prove you showed up ready to take control of your finances.

Swipe through to see what YOU made happen this year ➡️

Ready to make 2026 even better? Book a call: https://hubs.la/Q03YSgsW0

10/30/2025

Financial planning isn't scary. What IS scary? Winging it.

The difference between stress and confidence? Having a plan.

When you know your tax strategy, retirement roadmap, and investment approach, you can focus on what matters most.

Get started at the link in the comments. This Halloween, choose calm over chaos. 🎃

10/28/2025

For high-income earners, the scariest thing isn't lurking outside their window at night, it’s these financial monsters.

The good news? Every monster can be slayed with the right plan. Book a complimentary financial strategy session and let's tackle whatever's haunting your wealth.

Link in comments to schedule!

10/27/2025

Most high earners ignore their HSA—and it's costing them. Watch this quick video to learn why the HSA is the only account with triple tax benefits and how you can use it as another retirement account after 65.

Open enrollment is here. Don't miss this!

Link in comments to schedule a free call.

10/24/2025

How much wealth have you buried in the financial graveyard?

For high-income earners without a tax strategy, the losses add up fast. The worst part? All of this is preventable with the right plan.

Don't let taxes kill your wealth. Book a free strategy session and let's make sure your money is working FOR you, not against you. Link in comments to schedule.

10/23/2025

Got a raise at Microsoft? The IRS gets a big share.

Your 401(k) defers taxes, but you’ll still owe them later. This video shows how to build future tax-free income using an advanced 401(k) strategy that lets you save up to an additional $46,500/year.

Join our free webinar on October 30th at 12pm ET to learn how.
Link in comments to register!

10/20/2025

The best investment you'll ever make is in your financial education.

That’s why at KFA Private Wealth Group, we're committed to empowering high-income earners with the knowledge and strategies to build lasting wealth.

Here's how we help you stay informed:
📝 Educational Blog Articles on everything from tax optimization to investment strategies
💡 Monthly Newsletters with financial insights, tax strategies, and wealth-building tips delivered straight to your inbox
🎓 Free Educational Webinars on topics like RSU optimization, tax planning, and retirement strategies
📊 Expert Guidance from CFP® professionals who specialize in high earners

Financial literacy isn't taught in school. But it's never too late to learn.

📩 Want in? Click the link: https://hubs.la/Q03NKtYC0

Let's turn your income into lasting wealth—one informed decision at a time.