Using Employee Benefits to Save Money & Build Wealth
When most people think of “employee benefits” these days, they think of easier-to-afford health insurance, a 401(k), and stop there. And while those are incredible benefits, they’re far from where most employee benefit programs end… They’re also not the only employee benefits to save money that exist to help you build wealth over the long […]
How to Pick a Financial Advisor
Confession: Once upon a time, I made a pretty cringe-worthy mistake as a new financial advisor. ????????♂️ When I first started working with Jackie here at KB Financial Advisors, I used to help her prep for client meetings. Any time we were talking to a new client, we’d have them fill out a planning […]
Are You Behind On Long-Term Financial Goals?
Ever look at your bank statements, and you don’t like the numbers, and you get the sinking feeling you’re behind on your long-term financial goals? You realize you probably should’ve done more when you were younger to save for retirement, but now it’s too late to go back and undo those mistakes. So, you […]
How to Start Investing: 6 Keys to Smart Investments
When we were younger, my wife and I couldn’t find a financial advisor to save our lives. It seemed like it should have been so easy: We were young, just out of college with good jobs, had a cheap apartment, and no children to take care of yet. We knew we wanted to save […]
5 Ways to Increase Your Financial Literacy – Authority Magazine Interview
???? Exciting announcement: I’ve been interviewed by Tyler Gallagher of Authority Magazine for their series on Women Leading the Finance Industry! (You can read the interview here, and it’ll also be on Thrive Global soon too! ????) In the interview, we talked about how I started working in finance, my passion for working with young […]
Profitable Passive Income Investments After Your IPO
Anytime someone talks about financial freedom, you hear about passive income. It’s most peoples’ fantasy. After all… why wouldn’t it be? Who wouldn’t want to have enough money coming in to pay their bills without having to trade 40+ hours for it every week? The idea of it feels somewhat mystical, and while solid passive […]
Where’s My Stuff? COVID Supply Chain Problems & Financial Planning
It’s happening all over the place this year: NO ONE is getting their stuff on time. ???? Everyone’s constantly logging into their email, checking their “shipping updates” links, only to find frustrating news: Your new furniture is still stuck in an Indiana warehouse. The gifts you wanted for your dad’s birthday still haven’t left that […]
Has the Pandemic Changed How You Think About Your Finances?
It’s been almost 14 very long months and we are finally starting to gradually emerge from the pandemic. Before you charge back into life as it once was, consider for a moment how the past year has impacted your attitude (and actions) toward your finances. Has it helped you get a handle on them? Or […]
You’re an IPO Millionaire worth $5 Million+ Now What?
“Sure,” you thought, when you started working for your company. “These stock options are probably a good idea… but I guess we’ll just wait and see if they turn into anything.” You didn’t necessarily think you’d become an IPO millionaire. But fast-forward a few years, your company has announced their IPO, and…. WOW! ???? Based […]