10 Reasons Why Talking to Kids About Money is More Important Than Ever
Read insights from Kestra Financial-associated advisor Eric Rosenberger of Synthesis Wealth Planning on why now is a good time to talk to your kids about money.
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Finances
12 COVID-Proof Money Tips from Financial Planners
Read insights from Kestra Financial-associated financial professional David Bunin of Interlock Financial on ways to ensure your finances can withstand the pandemic.
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3 Things the Wealthy Should Know About the Tax Proposals that Could Cost Them Millions
Michael Roberts, President of Arden Trust Company, outlines what you should know about changes in estate tax.
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8 Rules for Investing After Retirement
Read insights from Kestra Financial-associated advisor Jason Colin Patrick of Fiduciary Advisors on finding the right investments after retirement.
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Estate Plan Essentials
Read insights from Michael Roberts, President of Arden Trust Company, on and how advisors can help their clients make the most of an inheritance.
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Gay Money, Straight Advice
Kestra Financial-associated financial professional Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients.
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How Certain Trusts Soften the Blow of Estate Tax Increases
Michael Roberts, President of Arden Trust Company, discusses which trusts can provide flexibility in planning.
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How Financial Advisors Can Choose Their Niche
You can't be everything to everyone, nor should you want to be if you've chosen a career as a personal financial advisor. In a world of over 7.5 billion people, standing out is not only an art form, it's essential – especially if you're self-employed.
How to Create and Maintain a Family Budget
Read insights from Kestra Financial-associated financial professional Eric Rosenberger of Synthesis Wealth Management on choosing priorities when creating a family budget.
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If You Want to Have Enough Money When You Retire You Need to Know This
Read insights from Kestra Financial-associated advisor Eric Reich of Reich Asset Management on how the rate of return can make or break your retirement predictions.
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Now is a Good Time for Retirees to Refinance. Here are Some Points to Ponder.
Read insights from Kestra Financial-associated advisor Scott McCaskill of McCaskill Financial on the points retirees should consider before refinancing a mortgage.
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Readers Offer Their Advice on Talking to Aging Parents About Estate Plans
Read insights from Kestra Financial-associated advisor Karen Cunningham, President of the Oklahoma Financial Center, on introducing the idea of estate plans and inheritance with aging parents.
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Retirees Face Higher Costs That Lurk While Inflation is Low
The U.S. economy is growing faster than its long-term pace, unemployment is low, and wages are increasing. Yet, core inflation—which was 1.6% in March—hasn’t moved in a meaningful way.
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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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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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The Case For (and Against) Spouses Having Joint Checking Accounts
Read insights from Kestra Financial-associated advisor Kathy Fish of Fish and Associates on how to evaluate the pros and cons of having a joint bank account with your spouse.
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Despite Strong Economy, Two-Thirds of Adults Fear a Recession Could Come Next year, According to Invest In You Survey
Read insights from Kestra Financial-associated advisor Robert J. Phillips, a certified financial planner and president at Greater Midwest Financial Group, on taking active steps to strengthen finances ahead of a recession
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Want to Give to Charity But on a Budget? Here’s What To Do
Read insights from Kestra Financial-associated advisor Garrett Taylor, managing partner and financial adviser at Coastline Wealth Management, on giving to charity and still fitting it into your budget.
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When My Money And Your Money Becomes Our Money
Read insights from Kestra Financial-associated advisor Kathy Fish of Fish and Associates about how couples may or may not want to combine finances.
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Working from home? It’s a Great Time to Complete These 6 Financial Tasks You’ve Been Putting Off
Read insights from Kestra Financial-associated advisor Garrett Taylor of Coastline Wealth Management on financial tasks to take care of while you're working from home.
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3 Steps to Being a Better Money Manager
In an episode of Kestra Out Loud, we sat down with Paul Ma, CFA, VP & Lead Portfolio Strategist of Fidelity Investments’ Portfolio Construction Guidance team, to discuss how to best position clients for this year and beyond.
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