Why Married Women Should Have Separate Finances
Maintaining a sense of financial independence is important for both your happiness and your money. Many of the big life decisions you make substantially impact your finances. But one decision that yields arguably the largest financial consequences is marriage. While everything from who to when you marry is important, today’s post will focus on what […]
Feeling burnt out? Consider taking a career break
How to properly take time away from work to benefit your career and financial goals. There’s a special kind of burnout professionals in knowledge-based tech careers grapple with. Building a successful career on your mind and expertise is incredibly rewarding, but it demands a great deal of mental energy. The remainder of your career can […]
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 plan won’t fully cover your next accident. My in-laws recently had an auto accident, and while they were fortunate to walk away safe, they were deemed at fault. To make matters worse, they didn’t hit just any vehicle; it was a large […]
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 education and schooling expenses. […]
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 might associate the term with financially supporting yourself without […]
Exercise Stock Options After Leaving: the 90-Day Limit
Maybe you’ve gotten a job elsewhere, been laid off, or are taking that long-awaited sabbatical. Unfortunately, you’ve just realized that moving on to the next thing wasn’t as easy as sending goodbye messages to your work buddies on Slack and turning in the company laptop. Unbeknownst to you, your financial life just got a lot […]
Leaving Your Company? By Hire or Fire – Here Are Your Top 3 Tax Considerations
We’re all seeing it: It feels like every other week there’s another LinkedIn announcement of one company or another downsizing its workforce, especially in the tech industry. Which means a lot of people have already had to switch their jobs this year, and because of the public nature of these layoffs, a lot more are […]
Your Financial Purpose: New Year Edition
There’s something about the holidays that immediately makes us more sentimental, isn’t there? There are delightful memories everywhere you look. For most of us it’s a friendly reminder of the things that are truly important to us in life: family, loved ones, and un-interrupted time to spend with them. But even for those that don’t […]
Are travel rewards credit cards worth it?
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. Because who doesn’t love travel? Especially if […]