KB&P Financial Partners

KB&P Financial Partners KB&P Financial Partners is a financial planning firm passionate about helping clients live their life

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org/www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business onl

y with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

When was the last time you reviewed your beneficiaries?Major life events like marriage, divorce, the birth of a child or...
08/26/2026

When was the last time you reviewed your beneficiaries?

Major life events like marriage, divorce, the birth of a child or the loss of a loved one can all affect who should receive your retirement accounts, insurance policies and other assets.

Many people update their will but forget to update their beneficiary designations.

Taking just a few minutes to review them today can help ensure your wishes are carried out tomorrow.

If you're unsure where to start, we're here to help. Visit yourfinancialteam.com to schedule a conversation.

School is back in session, and expenses can add up quickly between supplies, activities and new routines.Before reaching...
08/24/2026

School is back in session, and expenses can add up quickly between supplies, activities and new routines.

Before reaching for a credit card, take a few minutes to review your monthly budget. Even small adjustments can help you stay on track without adding unnecessary debt.

A few questions to ask yourself:
✔️ Have your monthly expenses changed?
✔️ Are there subscriptions you no longer use?
✔️ Can you set aside a little extra for unexpected school expenses?

A budget isn't about restricting your spending. It's about giving every dollar a purpose.

Need help creating a financial plan that works for your family? Visit yourfinancialteam.com to schedule a conversation.

Life doesn't always give us advance notice.A car repair. A medical bill. A broken appliance.An emergency fund can help y...
08/20/2026

Life doesn't always give us advance notice.

A car repair. A medical bill. A broken appliance.

An emergency fund can help you handle the unexpected without relying on credit cards or loans.

Many financial professionals recommend saving enough to cover three to six months of essential living expenses. If that feels overwhelming, start small. Even setting aside a little each month can make a difference over time.

Need help building a financial plan that includes emergency savings? Visit yourfinancialteam.com to get started.

Starting a new job is exciting, but don't forget about your old 401(k).Leaving retirement savings behind can make it har...
08/11/2026

Starting a new job is exciting, but don't forget about your old 401(k).

Leaving retirement savings behind can make it harder to keep track of your long-term goals. Depending on your situation, you may have several options:
• Leave it with your former employer's plan
• Roll it into your new employer's retirement plan
• Roll it into an IRA
• Cash it out (although this can result in taxes and penalties)

Every situation is different, and the right choice depends on your goals, investments and tax considerations.

Before making a decision, talk with a financial professional who can help you understand your options.

Learn more or schedule a conversation at calendly.com/yourfinancialteam.

Advisor Spotlight: What financial resource is worth your time?This month, we asked Andy Barlow, CFP® to share a favorite...
08/05/2026

Advisor Spotlight: What financial resource is worth your time?

This month, we asked Andy Barlow, CFP® to share a favorite financial podcast.

His pick: All In

Why he recommends it: The All-In Podcast is a weekly show where four venture capitalists (Chamath Palihapitiya, Jason Calacanis, David Sacks and David Friedberg) discuss current events in business, technology, politics and economics from an investor’s perspective. It blends analysis, debate and humor to break down big news stories and trends shaping startups, markets and society.

Financial education does not have to be complicated. Sometimes one helpful podcast can make the next step feel a little clearer.

Have a financial podcast you recommend? We would love to hear it.

Are you missing money your employer is already offering? If your employer offers a match, check whether you are contribu...
07/28/2026

Are you missing money your employer is already offering? If your employer offers a match, check whether you are contributing enough to receive the full amount.

A few questions can help:
• How much does your employer match?
• How much do you need to contribute?
• When was the last time you checked your contribution rate?
• Could you increase it gradually over time?

At KB&P, we help clients understand how retirement savings fit with the rest of their financial life.

Schedule a conversation at calendly.com/yourfinancialteam.

When should kids start learning about money? It may be earlier than we think. A child can learn from saving birthday mon...
07/22/2026

When should kids start learning about money? It may be earlier than we think. A child can learn from saving birthday money, comparing two prices at the store or deciding whether to spend now or wait for something bigger.

Money lessons do not always need a worksheet. Sometimes they happen in the checkout line. What money lesson do you wish you had learned earlier?

It is hard to save for the future when the present keeps sending bills. A car repair. A family trip. Summer activities. ...
07/19/2026

It is hard to save for the future when the present keeps sending bills. A car repair. A family trip. Summer activities. Home projects. Groceries that cost more than expected.

At the same time, retirement, college savings and long-term goals still need attention. That is why savings should not live in one bucket. Some money needs to be available soon. Some money needs time to grow. Some money needs to stay flexible because life rarely follows the exact plan.

At KB&P, we help clients build savings strategies around real life, not a perfect month on paper.

Schedule an appointment at calendly.com/yourfinancialteam.

Paying extra on student loans can feel like the obvious responsible move. For some people, it is the right call. For oth...
07/15/2026

Paying extra on student loans can feel like the obvious responsible move. For some people, it is the right call. For others, it may be worth pausing first.

Before sending every extra dollar toward student loans, look at what else is happening in your financial life.

• Do you have emergency savings?
• Are you getting your full employer retirement match?
• Do you have higher-interest debt elsewhere?
• Is a parent helping with payments?
• Are you trying to save for a home, wedding or next step?

Student loan repayment should help you move forward, not quietly push every other goal aside. KB&P can help graduates and families sort through the options.

Schedule a planning conversation at calendly.com/yourfinancialteam.

Military Appreciation Night is almost here.Join KB&P and the Champion City Half Trax on Monday, July 14 at 6:05 p.m. for...
07/13/2026

Military Appreciation Night is almost here.

Join KB&P and the Champion City Half Trax on Monday, July 14 at 6:05 p.m. for a night of baseball, community and appreciation.

All military members and up to four guests receive free admission. Tickets will be available at the ticket booth.

**Unfortunately the B-25 flyover will not be happening due to maintenance issues.**

Questions? Contact the Champion City Half Trax

Address

49 East College Avenue, Suite 200
Springfield, OH
45504

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19373908750

Website

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