Jackie Kleinman, CFP

Latest Posts by Jackie Kleinman, CFP

fair market value vs. cost basis financial advice

Fair Market Value vs Cost Basis: What’s the Difference?

Cost basis is what you paid for an asset. Fair market value is what it’s worth right now. The difference

stock offset on paystub

Stock and RSU Offset on Pay Stub: What Does It Mean?

Stock and RSU Offset is an accounting deduction your employer uses to show that part of your pay was delivered

company values

3 ways to establish & live your company values

Strengthening your team and business starts with your values. Years ago, I worked with a national firm whose values didn’t

married women slush funds

Why married female founders should have slush funds

Having your own stash of cash can strengthen your marriage. Most people would agree that communication and transparency are key

blog-marriage-separate-finances

Why Married Women Should Have Separate Finances

Maintaining a sense of financial independence is important for both your happiness and your money. Many of the big life

how to fire someone female founders

How to fire someone: 4 steps for female founders

Learn what to do before, during, and after the termination. There are many wonderful things about being a female founder.

finding virtual assistants

The 4 Best Spots to Find Virtual Assistants & Short-term Consultants

These methods help female founders offload tasks to reliable talent so they can focus on what’s most important. There comes

7 women founders who took their tech company public

7 Female Founders Who Took Their Tech Companies Public

Meet seven women entrepreneurs who successfully took their tech companies public. From scaling their startups to looking for venture capital,

blog-financial-purpose

Your Financial Purpose: New Year Edition

There’s something about the holidays that immediately makes us more sentimental, isn’t there? There are delightful memories everywhere you look.