11 Things to Know Before Becoming a Financial Advisor
Read insights from Kestra Financial-associated advisor Jeff Cashman of Cashman Consulting about deciding if becoming a financial advisor is right for you.
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Financial Guidance
4 Rules for Successful DRIP Investing
Read insights from Kestra Financial-associated advisor Mitchell Walk, president and founder of Retirement Wealth Specialists, on why dividend reinvestment is one way to grow a portfolio.
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7 Reasons Buy and Hold Investing Beats Trend Trading
Buy and hold outstrips trend trading for long-term investing.
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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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9 Ways Financial Advisors Prepare Investors for Recession
Read insights from Kestra Financial's National Sales Director, Mark Schoenbeck, about how financial advisors can prepare investors for a recession.
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Advisors Share Pros and Cons of Outsourcing Investment Management
Read insights from Kestra Financial-associated advisor Michelle Bender of Potomac Financial Consultants on the pro and cons of outsourcing investment management.
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Financial Advisers Now Help With College Plans, Family Counseling, Cremains
Read insights from Kestra Financial-affiliated advisor Paul Auslander of ProVise Management Group on the services they provide for clients.
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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 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 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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How to Deal With a Market Dip if You're About to Retire
Making some smart moves now can protect your nest egg—and your retirement plans.
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How to Invest for a Long Retirement
Read insights from Kestra Financial-associated advisor Michelle Merkel, president and founder of Merkel Financial Services, on how living longer challenges traditional strategies for retirement planning.
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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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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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6 Ways to Diversify Your Portfolio
Read insights from Kestra Financial-associated advisor Scott Cohen of CD Wealth Management on how to diversify your portfolio.
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The 60/40 Portfolio is Dead for Retirement Planning
Read insights from Kestra Financial-associated advisor J. Timothy Corle of Tycor Benefit Administrators on the 60/40 portfolio.
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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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The Financial Challenges of Women in Transition
Read insights from Kestra Financial-associated advisor Sonya Ranker of Questmont Strategic Wealth Advisors on women in transition.
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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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What Does a Financial Advisor Do? Advisors Share Their Day-to-Day
Read insights from Kestra Financial-associated advisor Sonya Ranker of Questmont Strategic Wealth Advisors on what a typical day of an advisor is like.
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What Every Company 401k Plan Fiduciary Needs to Know about MEPs
As we inch closer to a reality of a universal 401k MEP, companies are no doubt interested in knowing more about them. What are they? How might they benefit employers and employees? What are some important questions to ask about them? What are some common misconceptions about them?
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