KB Financial
Money Blog for Tech Company Employees
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...
Electric Vehicle Tax Credit: What Qualifies & How to Save Money
You can save money by taking advantage of 2023 EV incentive programs. Here are the rules, restrictions, and how to qualify. From car behemoths vowing to focus on their electric offerings, to California legislation that bans the sale of new gasoline-powered vehicles in...
The Basics of Financial Independence, Explained for Busy Professionals
Here’s how to make your job something you choose rather than something you need. We discuss financial independence a lot on this blog, but what exactly do we mean by that? For starters, financial independence is the core goal that underpins all our advice. Many people...
3 Reasons You Got a Tax Bill Even Though You Usually Get a Refund
You’ve always received refunds, but now all you have is a massive tax bill. What gives? Filing taxes isn’t a springtime highlight for most, but knowing a tax refund is right around the corner certainly sweetens the deal. What happens when tax season is stripped of...
The 4 Best Spots to Find Virtual Assistants & Short-term Consultants
These methods help female founders offload tasks to reliable talent so they can focus on what’s most important. There comes a time in every female founder’s entrepreneurial journey when she reaches a productivity breaking point. If you’ve been there, you understand...
RSUs vs. Cash: Which Should I Choose Before a Tech IPO?
Instacart employees can choose between cash and RSUs for their refresh grants this year. Here’s the smarter choice. Today’s stock market has lost some steam, and it didn’t happen out of the blue. The shift can be traced back to historically quick reversals in U.S....
7 Female Founders Who Took Their Tech Companies Public
Meet seven women entrepreneurs who successfully took their tech companies public. From scaling their startups to looking for venture capital, female founders have made strides to level the male-dominated tech playing field. Each year, we see more women entrepreneurs...
7 Expert Tips to Protect Your Money in Stripe’s Tender Offer
Here’s how current and former employees can avoid high taxes and maximize their financial gains from the transaction. Stripe employees and alumni were recently met with a tender offer by the fintech, enabling them to sell restricted stock units (RSUs), shares, and...
Post-IPO blues: How to cut your losses after riding the tech stock dips
You may have held onto your stock for too long but there’s still time to turn things around. Going public is no easy feat. As a tech executive, you get so consumed by the IPO process that it feels impossible to pause and make a financial plan for what you’ll do after...
Stripe Employees: Here’s How the Fintech’s Liquidity Deal Affects Your Money
The company’s private equity deal gives current and former employees who hold restricted stock units a big payday. It’s generally been a dry season for IPOs, with companies’ internal valuations falling lower by the bell ring. Whenever we see a possible IPO, it somehow...