10 Most Common Phone Scams to Look Out For
If you get one of these suspicious calls, it may be a crook on the other end of the line.
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Education
5 Tips to Protect Your Practice from Cybersecurity Threats
Spring is finally here and this time of year always brings a renewed focus on getting healthy for summer beach vacations. But now that a fresh season is among us, it’s time for us to also focus on the cyber health of our practices.
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9 Strategies for Handling RMDs
There’s no time like the present to get up to speed on the RMD rules.
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Firm Makes its Mark in Serving the LGBT Community
Jen Hatch, who honed her financial skills on Wall Street, working at JP Morgan and Bear Stearns, took hold of Christopher Street Financial in 1997, after the death of owner and founder Robert Casaletto to HIV.
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How to Achieve Financial Independence Without Retiring Early
ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.
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3 Retirement Questions You Need to Ask Your Spouse
Most soon-to-be-married couples understand the importance of sharing their financial aspirations, fears, and shortcomings. If they don’t get around to talking money before the wedding, a first house, a new baby and other events early in a marriage tend to force the discussion.
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Six Questions to Ask a Financial Adviser About Fees
Too many clients contract for services that don’t match their needs—and end up paying far more than they have to.
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The Best Way to Bankroll Your Kids
More parents seem to be providing financial support to their adult children, by offering free room and board, footing the bill for big-ticket items, or covering routine expenses long after kids flee the nest.
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3 Technology Trends Advisors Should Watch in 2019
At Kestra Financial, we are always working to stay ahead of the latest technology trends to make sure that our systems, processes, and partnerships position our advisors to have the best and safest possible experience working with us and their own clients.
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How to Effectively Set Goals for Your Business
As a new year begins, it’s natural that you’d want to spend time reflecting on the progress you made toward reaching your goals over the previous year.
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