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Insights and Strategies for Tech Professionals: Navigating Wealth, Taxes, and Financial Success

10(b)5-1 plan

Should I Set Up a 10(b)5-1 Plan?

Is a 10(b)5-1 plan a good idea? Or will it keep you trapped in a bad stock market? What if
quarterly tax estimates

What are quarterly estimated tax payments? Should you be paying them?

In my last blog post, I talked about tax withholding. And while withholding can feel heaven-sent for most people, especially

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

adobe figma acquisition

What Adobe’s Figma Acquisition Means for Employees

(And general acquisition principles for anyone to follow.) Nothing gets me amped up like an acquisition or an IPO. Helping

blog-withholding-tax-stock-options

Withholding Tax on Stock Options: The Good, The Bad, The Ugly

No one likes an unexpected tax bill. ???? No one. And yet, it happens all the time. Even to smart

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

83b election

When does an 83(b) election make sense?

Most of our advice on this blog surrounds exercising and selling stock options after they vest. But did you know

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

2022 bear market inflation

2022’s Bear Market, Inflation, & Rising Interest Rates: 5 Things to Do Now

It’s the trifecta of doom for personal finance, and all three happening right now: Bert Whitehead, author of “Why Smart