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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Finances
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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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.
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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