Jackie Kleinman, CFP

Latest Posts by Jackie Kleinman, CFP

are travel credit card rewards worth it

Are travel rewards credit cards worth it?

At KB Advisors, we get pretty deep into the weeds of tax planning and strategizing the best ways to use

Should I Buy a House? Looking at buying a house versus investing.

Should I Buy a House Now or Wait? The Impossible Money Question

Should I buy a house now or wait? There is one question I struggle with more than any other.  It’s

Enough life insurance

Hot Topic: Do You Have Enough Life Insurance?

Ahhh, life insurance. One of those “fun” topics that’s such a mystery to most people that they have no idea

groceries and inflation

Groceries and Inflation: What to Do?

At the time of writing, food prices have been going up for 12 straight months. ???? An entire year of

start a side hustle

Want to start a side hustle? 5 things to cover yourself legally & financially

Everyone loves the idea of a little extra cash on the side… ???? And with the demand for talent at

psychology of sudden wealth

Psychology of Sudden Wealth: How to Confront a Spouse Who Wants to Splurge After an IPO

Your company’s gone through an IPO, the lockout period is coming to a close, and you’re counting down the days

how to catch up on retirement savings

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 you’re young. Every financial planner *loves*

financial windfall with partner ipo

Managing a Financial Windfall With Your Partner: IPOs

We all know the cliche: most lottery winners end up broke. And we also all know why: When people who

employee benefits to save money

Using Employee Benefits to Save Money & Build Wealth

When most people think of “employee benefits” these days, they think of easier-to-afford health insurance, a 401(k), and stop there.