Your company’s gone through an IPO, the lockout period is coming to a close,...
Psychology of Sudden Wealth: How to Confront a Spouse Who Wants to Splurge After an IPO
read more
More Posts by
Jackie Kleinman
Jackie Kleinman, CFP™, is the principal of KB Financial Advisors. Jackie started her career in financial planning in 1996 at an insurance and brokerage firm. She enjoyed the client interaction, but was bothered by the conflict of interest inherent in commission planning. In 2002, as an advocate of fee-only planning, she opened her doors to assist clients in growing their wealth and enhancing their lifestyles by combining investment advice, taxes and setting each individual’s priorities and goals.
How to Catch Up on Retirement Savings, When You Feel Like You’re Behind
If you’ve heard it once, you’ve heard it a million times: Start saving when...
Managing a Financial Windfall With Your Partner: IPOs
We all know the cliche: most lottery winners end up broke. And we also all...
Using Employee Benefits to Save Money & Build Wealth
When most people think of “employee benefits” these days, they think of...
Fair Market Value vs Cost Basis: What’s the Difference?
Fact: When you start investing, you’re going to learn a lot of new...
Are You Behind On Long-Term Financial Goals?
Ever look at your bank statements, and you don't like the numbers, and...
5 Ways to Increase Your Financial Literacy – Authority Magazine Interview
???? Exciting announcement: I’ve been interviewed by Tyler Gallagher of...
Where’s My Stuff? COVID Supply Chain Problems & Financial Planning
It’s happening all over the place this year: NO ONE is getting their stuff on...
Has the Pandemic Changed How You Think About Your Finances?
It’s been almost 14 very long months and we are finally starting to gradually...
Prepping for Dinner Party Topics Post You-Know-What
It’s been 12 long months. You are finally fully vaccinated and have been...
Recovery: The Shape of Things to Come Part Deux
Last time we talked about a couple of possible shapes for our economic...
Recession/Recovery: What’s the Shape of Things to Come?
In June, the National Bureau of Economic Research announced that we are in a...