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

The importance of a Five year vision

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

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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

what-do-company-acquired

What Do I Do: When My Company Gets Acquired

How to react to the announcement of an acquisition, liquidity event, and sudden windfall. It Happened Today Everyone gathered in

how-to-compound-retrun

How to Compound Your Return on Good Decisions

Compound return on good decisions is the ability to connect your daily decisions with a common thread. One good decision

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How to Save $420,000 in Taxes

Want to know how to save $420,000 in taxes on stock options? File the 83(b) Election Filing an 83(b) election