KB Financial
Money Blog for Tech Company Employees
How to take a break
How to properly take time away from work to benefit your career and financial goals. There’s a special kind of burnout professionals in knowledge-based tech careers grapple with. Building a successful career on your mind and expertise is incredibly rewarding, but it...
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. You get to build a team, influence your company’s trajectory, and empower employees to carry out your vision. Each of these experiences make...
Have double-trigger RSUs? An expert says to avoid this tax mistake
Prevent a bad tax surprise with this complex type of restricted stock unit. In the vast world of equity compensation, tech employees have a myriad of options (pun intended) to choose from. One of the most common forms of equity compensation is restricted stock units...
Instacart eyeing long-awaited IPO: How its employees can prepare for the big day
Expert advice about maximizing your financial gains from the grocery-delivery tech company’s public debut, slated for September. Following a nearly two-year dry spell, tech IPOs are seeming to finally pick up speed. Klaviyo and Arm recently shook things up with their...
You’ll want to take a close look at your car insurance plan after reading this
Not all auto coverage limits are created equal. There’s a good chance your plan won’t fully cover your next accident. My in-laws recently had an auto accident, and while they were fortunate to walk away safe, they were deemed at fault. To make matters worse, they...
Arm Reaching for an IPO: How its U.S. Employees Can Prepare for the Big Day
Expert advice about maximizing your financial gains from the tech company’s public debut, slated for September. After a dry year and a half for tech IPOs, England-based semiconductor and software design company Arm Ltd is shaking things up with plans to go public in...
Did you hold onto your stock through the 2022 dip? Here’s how to make your money back.
How to devise a smart selling plan and see real tech IPO examples you can learn from. WIth its 2021 rise and 2022 crash, the stock market has been quite a roller coaster these past couple of years. If your employer went public around 2020, you know firsthand just how...
Disqualifying Dispositions: How You Can Minimize Your ISO Taxes
A disqualifying disposition of incentive stock options over the span of two years can make for an unfavorable tax situation. Here’s what to know before you sell. Though you may not realize it, tech employees have wealth-building tools at their fingertips. If used...
7 Critical Money Lessons for Tech Employees, From a Financial Advisor
Build wealth and reach financial freedom with these insights from a certified expert. As a financial advisor, I work with tech professionals in all stages of their wealth-building journeys. Over the last ten-plus years, I’ve seen hundreds of clients make common money...
Secure Your Loved Ones’ Future: 529 Plans & Secure 2.0 Changes for Educational Expenses
How can I help my loved ones with educational expenses? 529 Plans & Secure 2.0 Changes! We all want the best for our kids, family members, and those special to us. One of the best ways to start off our loved ones with a secure future is putting away funds for...