Fact: When you start investing, you’re going to learn a lot of new...
Fair Market Value vs Cost Basis: What’s the Difference?
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Financial Planning
The financial planning process involves getting a full view of your finances and strategizing a path toward reaching your goals. A solid financial plan is based on your assets, income, and expenses, along with your financial opportunities, strengths, threats. Read the KB Financial Advisors blog on financial planning.
5 Critical Money Lessons for Tech Employees
Navigating the financial landscape as a tech employee, particularly when...
Selling Stock to Buy a House in 2024: Seven Steps
Buying a house is one of the biggest decisions of your life. ???? No matter...
Mastering Financial Wellness: Ten Essential Strategies for Personal Wealth
Knowing where to focus is the key to success on your journey of financial...
How to Build Generational Wealth as a Tech Employee or Founder
A guide to recognizing a single wealth-accelerating opportunity that can help...
The Impossible Money Question: Should I Buy a House?
Bonus - How to Make the Impossible Achievable for You There is one question I...
Why married female founders should have slush funds
Having your own stash of cash can strengthen your marriage. Most people would...
Why Married Women Should Have Separate Finances
Maintaining a sense of financial independence is important for both your...
Feeling burnt out? Consider taking a career break
How to properly take time away from work to benefit your career and financial...
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...
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...
The Basics of Financial Independence, Explained for Busy Professionals
Here’s how to make your job something you choose rather than something you...
