10 Most Common Phone Scams to Look Out For
Read insights from Kestra Financial's Chief Technology Officer Kevin Witt on common phone scams.
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Education
3 Ways Grandparents Can Help Pay for College
Read insights from Kestra Financial-associated advisor Eric Brotman of BFG Financial Advisors on options grandparents have for contributing to grandchildren's educational costs.
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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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7 Reasons to Use a Roth IRA for Early Retirement
Read insights from Kestra Financial-associated advisor Matthew DeFelice of U.S. Financial Services on how Roth strategies can make retiring early possible.
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7 Secrets of Highly Successful Investors
Read insights from Kestra Financial-associated advisor Ray Ferrara of ProVise Management Group on how investors may prosper in a volatile market by focusing on fundamentals.
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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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Advisors Learn Life Lessons From the Most Stirring Keynote Speakers
Read insights from Kestra Financial-associated advisor Brian Heckert of Financial Solutions Midwest on one of the most memorable messages he heard from a keynote speaker.
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CFA vs. CFP: The Difference Explained
Read insights from Kestra Financial-associated advisor Aaron A. Leaman of Signature Financial Planning on the difference between a CFA and CFP is who they work with and the work they do.
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Challenge or Opportunity?
Read Kestra Financial's Head of Retirement Plans, Taylor Hammon's thoughts on the future of plan advice and the participant experience.
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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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Required Minimum Distribution Mistakes to Avoid
Read insights from Kestra Financial-associated advisor Kelly Famiglietta of Charles Stephen on RMDs mistakes to avoid.
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Resume Objective Tips and Examples
Read as Mary Hjorth, Chief Human Resources Officer at Kestra Financial discusses tips for creating a compelling resume.
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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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Should You Use Social Media to Reach Clients
Read insights from Amy Gordona, Vice President of Marketing at Kestra Financial, as she discusses the importance of social media for financial advisors.
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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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Technology is Redefining that Client-Financial Advisor Relationship
Read insights from Kestra Financial-associated advisor Brandon Hayes of oXYGen Financial on how technology is changing the relationship between clients and advisors.
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The Best Way to Bankroll Your Kids
Read insights from Kestra Financial-associated advisor Steve Gallo of U.S. Financial Services on the best ways to bankroll your kids.
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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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