KB&P Financial Partners

A little fall cleanup can be good for your finances, too. Take a few minutes to cancel unused subscriptions, review automatic payments and organize important financial documents. Small tasks can make your finances easier to manage.

Pick one financial cleanup task to tackle this week. Need help with the bigger picture? Visit yourfinancialteam.com.

The holidays may be a couple of months away, but the spending often starts much sooner.

Gifts, travel, meals and events can add up quickly. Setting a holiday budget now can help you enjoy the season without starting the new year with an unwanted financial surprise.

Take 10 minutes this week to set your holiday spending goal. Your future budget will thank you.

Market ups and downs can be uncomfortable, especially when headlines make every move feel urgent. Before reacting, remember why you invested in the first place. Your long-term goals shouldn’t necessarily change because of a short-term headline.

Feeling uncertain about your investments? Start a conversation with our team at yourfinancialteam.com.

Scammers are getting better at making emails, texts and calls look legitimate. If someone unexpectedly asks for money, a password or financial information, slow down. Verify the request through a trusted source before taking action.

See something suspicious? Stop. Check. Then act. Share this reminder with someone you care about.

The Navistar buyout transition is resulting in a lot of questions for employees in the Clark County community, especially about what to do with their 401(k) plans.

Before making a move, understand your options. KB&P's local, independent financial advisors can help you evaluate what makes sense for your retirement savings and long-term goals.

Schedule a complimentary consultation today:

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What is tax-loss harvesting?

It’s a strategy that involves selling certain investments at a loss to potentially offset capital gains and manage your tax liability. It isn't right for every situation, which is why your overall investment strategy should come first.

Have questions about your investments? Start a conversation with our team at yourfinancialteam.com.

October may feel early to think about year-end taxes, but some financial decisions need to happen before Dec. 31. Now is a good time to review your retirement contributions, charitable giving and other potential tax-planning opportunities with your financial and tax professionals.

Don’t wait until December. Schedule your year-end financial review at yourfinancialteam.com.

What's one financial task you keep putting off?

Increasing your retirement contribution? Reviewing insurance? Updating your estate plan?

Pick one thing and take the first step this month.

What's sitting on your financial to-do list?

Got a raise but still wondering where your money goes?

You may be experiencing lifestyle creep, when spending gradually increases along with your income.

The next time your income increases, consider increasing your savings or retirement contributions before increasing your spending.