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 children. The fact that your kids will cost you a lot of money is no secret. The national average is $233,610 to raise a child Your costs may be higher. You can use this calculator […]
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 have built up over years. When should I sell my shares? What do I do with my stock options? How should I invest my cash? Should I buy a house? How do I save for my child’s […]
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 it usually boils down to this basic question. You want to know how you are doing? How is your financial plan? Where are you relative to your age? Where are you compared to your coworkers? […]
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 the big conference room. They announced the deal. Cheers and applause… We all made mental notes of how much money we would receive as we walked back to our desk. So Much Money One Million […]
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 leads to another. It is the most powerful force in life and money. Think of the lives of other successful women and men. Are they the product of one moment? Winning the lottery? Or, years of progress […]