by Jackie Kleinman | Oct 18, 2022 | Financial Planning
At KB Advisors, we get pretty deep into the weeds of tax planning and strategizing the best ways to use employee stock options. It’s something I love about our firm. But this month, I want to touch on something a little more high-level, and honestly, kind of fun....
by Jackie Kleinman | Sep 20, 2022 | Buying A House, Financial Planning
For most people, it takes years to save up for their first down payment to buy a house. Signing on the dotted line(s) to buy a house is not a decision you make overnight, in other words. So… what if you’ve been planning on buying a house, only for interest rates to...
by Jackie Kleinman | Aug 30, 2022 | Financial Planning
Ahhh, life insurance. One of those “fun” topics that’s such a mystery to most people that they have no idea if their current policy (if they have one) is enough. A company-sponsored $100,000 policy might be okay for a single person with no dependants. But—once you...
by Landon Loveall | Aug 16, 2022 | Financial Planning
It’s the trifecta of doom for personal finance, and all three happening right now: The 2022 bear market Inflation Rising interest rates Bert Whitehead, author of “Why Smart People Do Stupid Things With Money,” has had a massive influence on how Jackie and I approach...
by Jackie Kleinman | Jul 14, 2022 | Financial Planning
At the time of writing, food prices have been going up for 12 straight months. ???? An entire year of getting sticker shock every time you hit the cash register with your weekly cooking essentials. Not fun. And honestly, I wish I could tell you it’ll end soon, but I’m...
by Landon Loveall | May 12, 2022 | Financial Planning
For many of us, it’s hard to remember what the morning commute felt like. It’s been over two years now, and we’ve forever ditched the drive/walk/ride into work in favor of sleeping a little later, and sitting at the kitchen table in pajamas to check our first emails....
