At KEB Wealth Advisors (KWA), we are committed to delivering tailored financial planning solutions that cater to the unique needs of our diverse clientele.
Situation
Woman widowed after a long marriage with grown children. Her husband focused on finances, while her focus was on their family. Now that he’s gone, the weight of managing these assets is heavy. Not only is it overwhelming to her, it’s made more difficult by confusing vocabulary. Her husband’s brokers do not seem to be able to explain the investments in a way that she understands. And treat her with less than respect as this is not her area of expertise, and the vocabulary is confusing. She is overwhelmed by the responsibility. Fears of not being financially secure are present.
Listen
This life change brings so much emotion that our first goal l is to simply be in the situation with her by understanding her situation and needs as well as her family’s dynamics.
Collaborate
Life is so much more than money, and understanding her relationships and motivation is the key to providing the services and support needed. Working with her CPA and Attorney provides additional insight into her situation.
Partner
Partnering with her means providing her with the information and tools in ways that are useable and empowering, and not by taking over. As we gain clarity on her passions and concerns, we are able to assist with communicating that to other members of her team of advisors.
Simplify
Over time, with understanding and knowledge, we help eliminate those things that cause stress and bring in services that provide security and peace of mind.
Achieve
Over a period of time, we look to have her experience peace of mind that she is, in fact, financially secure and that she can manage her financial life well. Gone is the fear of the unknown.
Audit, Assurance & Accounting Service Areas:
News & Insights
Tax Advantages of Qualified Charitable Distributions (QCDs)
Qualified Charitable Distributions (QCDs) are a highly effective tool in the tax planning toolkit, particularly for retirees who must take Required Minimum Distributions (RMDs) from their Individual Retirement Accounts (IRAs). By directing a portion or all of an RMD
IRS Shifts to Paperless Refunds: What This Might Mean for You
In a move set to redefine the refund process, the Internal Revenue Service (IRS), in collaboration with the U.S. Department of Treasury, has announced the gradual phasing out of paper tax refund checks starting September
Unlocking Tax Savings with Deductions Beyond Itemizing
In the complex world of tax deductions, understanding the distinctions between above-the-line deductions, below-the-line deductions, and standard and itemized deductions is crucial for effective tax planning. Each category serves a distinct purpose within the tax
