KFB Wealth Group

Since May of 2020, Stacey has been a steady, caring presence at KFB Wealth Group, and we’re pretty thankful for that.

Whether she’s helping clients, supporting the team behind the scenes, or simply bringing warmth into the office each day, Stacey does it all with consistency and heart.

Six years later, we’re still grateful she walked through our doors. Thanks for everything you do, Stacey!

Wishing you and your family a blessed Easter! 🐣🙌

Estate planning might feel like something for “later”… but starting early can make a bigger impact than you think.

If you have a job, a home, or especially kids, having a few basics in place can bring clarity and direction:
• A simple will
• Naming guardians for your children
• Power of attorney

It’s not about having everything figured out — it’s about getting something started.

Your future self (and your family) will thank you.

Don't wait until the last minute! The federal tax filing deadline is April 15 for most taxpayers. If you need additional time, you can file for an extension, but keep in mind that an extension to file is not an extension to pay any taxes owed.

Getting organized early can help make the process smoother and may give you time to review opportunities for planning before the year moves forward.

If you have questions about how this tax season may fit into your broader financial picture, the KFB Wealth team is always happy to connect.