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

UBER Tender Offer Accredited Investor Requirement

Uber Tender Offer: Do I qualify as an accredited investor?

The past few weeks in the world of tech companies have been like Mitch-a-Palooza from the movie Old School: a

What to Know About Tender Offers and How to Prepare for Yours

If you’ve been waiting for your private company to go public so you can offload some of your shares, you

What is a 10b5-1 Plan — And Should I Participate in Mine?

Restricted stock units (RSU), incentive stock options (ISO), and nonqualified stock options (NQ) are all nice to have. Trading windows

employee stock options

The Definitive Guide to Employee Stock Options

Making sense of your employee stock options is tough. A quick Google search won’t help. Search “stock options” You get

3 Things To Do Before Your Lock-Up Period Expires

It’s been a good year for tech IPOs. Nine tech companies went public in the first four months of 2017,

How to Save More Money in the Future

Most of what you read about saving more money is misguided. It focuses on the wrong things. Saving a fixed

How to Maximize the Tax Benefit of Having Kids

Kids are expensive. We know. Many of our clients have young children. One of our partners, Landon, has three school-age

The Importance of a Five Year Vision

Many of our new clients come to KB Financial Advisors with lots of questions and concerns. Questions and concerns that

How am I doing financially?

One of the top questions we receive. How am I doing? There are many specific ways to ask this, but