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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.

What is a 10b5-1 Plan — And Should I Participate in Mine?

by Landon Loveall, CFP | Nov 12, 2017 | Financial Independence, Stock Options, Tech Industry

Restricted stock units (RSU), incentive stock options (ISO), and nonqualified...

How to Save More Money in the Future

by Landon Loveall, CFP | Apr 17, 2017 | Financial Independence

Most of what you read about saving more money is misguided. It focuses on the...

How to Maximize the Tax Benefit of Having Kids

by Jim Brightman, CPA | Mar 6, 2017 | Financial Independence, Tax Planning

Kids are expensive. We know. Many of our clients have young children. One of...

The Importance of a Five Year Vision

by Landon Loveall, CFP | Jan 9, 2017 | Financial Independence

Many of our new clients come to KB Financial Advisors with lots of questions...

How am I doing financially?

by Landon Loveall, CFP | Dec 12, 2016 | Financial Independence

One of the top questions we receive. How am I doing? There are many specific...

What Do I Do: When My Company Gets Acquired

by Landon Loveall, CFP | Jul 5, 2016 | Financial Independence, Tech Industry

How to react to the announcement of an acquisition, liquidity event, and...

How to Compound Your Return on Good Decisions

by Landon Loveall, CFP | Jun 28, 2016 | Financial Independence

Compound return on good decisions is the ability to connect your...

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You've got a big opportunity to build wealth.

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