The KFK Group

Only one week left to make your IRA contribution for 2015! The deadline for IRA contributions is April 15th even if you are filing an extension. This deadline applies to all types of IRAs including Roth IRAs and SEP IRAs. You cannot make up for past years in which you did not make a retirement account contribution. Do it now! You work hard for your money. Do everything you can to hold on to as many dollars as possible!

The stock market (SP500) is now flat for the year, up over 11% since mid-February. Now may be the time to take some money off the table and lock in some of the earnings you experienced over the last 7 years. It is always nice to have some cash handy in your portfolio to invest if/when we see a downturn!

Now is the time to secure the growth you've seen in your investment accounts over the last 6+ years! We still have spots available for this very important event. Please feel free to forward this to friends and family who are concerned about how today's volatile market will affect their hard-earned retirement assets.

The KFK Group is hosting an important event to address recent market volatility. We are committed to a focus on strategies that will help preserve your hard-earned assets if we experience a downward trend in the market. Please feel free to invite others who you feel may benefit from this event and contact us with any questions.

We are excited to announce our newest team member, Vanessa Oddo. Vanessa joins us as our dedicated Client Services Specialist. She has over 15 years of experience in this field and has an energy that is contagious. We feel confident that you will enjoy working with her as much as we do!

WE ARE HIRING! The KFK Group, a rapidly growing financial services company, is seeking an experienced Executive Assistant to provide comprehensive support to the lead financial advisor. Successful candidates should have experience supporting executive level personnel and must possess a strong ability to multi-task, excellent written and verbal communication skills, a high level of organizational and time management skills as well as a polished demeanor and a positive and frie...ndly attitude. Skills required: Self-starter attitude and ability to take independent initiative Strong organizational skills Ability to manage multiple priorities Comfortable speaking with clients 30 hours per week with some flexibility with regards to hours. Office located in Irvine, CA. Please message us for further details or email Kate at [email protected]. This is a great opportunity for the right person to join a great team!

We are looking for firms to participate in Suits For A Cause - 2014! Are you ready to clean out your closets, donate some clothes and help a great organization? Please contact us if you are interested in participating in this year's clothing drive. We would love for you to join us!

The KFK Group was proud to be a sponsor of WHW's annual gala celebrating employment success. This year’s event raised over $116,000 to support the many wonderful WHW programs. WHW is a non-profit organization that provides employment support services to disadvantaged men, women and teens with the goal of helping its participants achieve economic self-sufficiency. It was a wonderful afternoon at this year's spy-themed Mission Possible luncheon event!

The KFK Group is proud to sponsor WHW's (Women Helping Women) Mission Possible Luncheon this Saturday at the Island Hotel. Please contact us if you are interested in learning more about this wonderful organization.

The KFK Group's Kate King has joined the Advisory Board for Women Helping Women (WHW). "I am thrilled to be joining the Advisory Board for WHW. I have admired the work they do in our community for many years and look forward to contributing to the success of this great organization. WHW provides an invaluable service of helping individuals obtain employment and assisting with their success and growth in their newfound jobs. I admire WHW for not just donating clothes and other necessary items. WHW goes farther and helps give people the tools to get back into the workforce and stay there. I look forward to contributing to WHW in a number of ways with an emphasis on assisting participants with budgeting and managing their income to better insure financial stability in the future." - Kate King

The KFK Group is proud to be an active participant in the Irvine community which was voted The Best Run City in America by 24/7 Wall Street. We certainly enjoy doing business in such a great place!

The KFK Group is proud to announce the first in our workshop series to assist parents with naming guardians for their children. Please feel free to contact us if you are interested in holding a workshop at your school, group, place of employment, place of worship, etc. We make it easy and fun!