Retirement

Education Practice Management — Media Coverage

08/05/2019

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.

Business Growth Performance — Media Coverage

10/18/2019

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.

11/21/2019

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.

07/20/2019

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.

05/06/2020

Coronavirus Forcing Early Retirement? Here are Your Options

Read insights from Taylor Hammons, Head of Retirement Plans at Kestra Financial, on what those forced into early retirement should do next.

12/24/2020

Financial Wellness is Winning 401(k) Plan Business

Read insights from Taylor Hammons, head of retirement plans at Kestra Financial, on how financial wellness services help win 401(k) business.

Business Growth Investment Management — Media Coverage

03/24/2020

How Advisors Can Help Retirement Clients Weather a Market Meltdown

Read insights from Taylor Hammons, Head of Retirement Plans at Kestra Financial, on helping retirement clients weather a market meltdown

12/10/2020

How the Election Results Could Impact Your Retirement Plan

Read insights from Kestra Financial-associated financial professional Jason Colin Patrick, of Fiduciary Advisors, LLC, on ways the presidential election could impact your retirement plan.

01/31/2019

How to Achieve Financial Independence Without Retiring Early

ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.

01/25/2019

How to Close a Retirement Age Gap With Investing

LOVE IS BLIND, BUT AN age difference can be a real eye-opener for couples as they prepare for retirement.

10/25/2019

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.

Investment Management Performance — Media Coverage

02/28/2020

How to Protect Retirement Savings as Stocks Plunge on Coronavirus Fears

Read insights from Kestra Financial-associated advisor Jason Colin Patrick of Fiduciary Advisors on protecting retirement savings during Coronavirus fears.

03/23/2020

How to Protect Your Retirement Savings During the Coronavirus Scare

Read insights from Kestra Financial-associated advisor Brandon Hayes of oXYgen Financial on protecting retirement savings during the coronavirus scare.

10/09/2019

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.

03/27/2020

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.

12/15/2019

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.

05/11/2019

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.

05/19/2019

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.

Media Coverage

05/13/2020

Retiring FAs Getting Creative With Deal Making Amid Pandemic

Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Business, on how innovative retirement deal structures are emerging to protect the interests of both buyers and sellers.

04/23/2019

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.

11/02/2020

Top Cybersecurity Strategies for Financial Advisors in 2021

Nick Harness, Chief Information Officer at Kestra Financial, explains the importance of educating your employees and clients to prevent cybersecurity attacks.

07/08/2021

What Are Clients' Biggest Retirement Worries?

Taylor Hammons, Head of Retirement Plans at Kestra Financial, shares the biggest areas of concern retirement clients have had during the pandemic.

09/25/2018

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?

05/17/2022

You Won the 401k Plan, Now What?

Read insights given by Taylor Hammons, Head of Retirement Plans at Kestra Financial, on how to deepen and strengthen retirement plan relationships while establishing trust.

07/29/2020

Episode 9: Don’t Retire…Graduate: Redefining Retirement & Starting Your Own Podcast

Wealth management professionals often think their main source of business leads should come from referrals. However, associated-financial professional Eric Brotman of BFG Financial Advisors, has a different strategy. His primary source of new business is his podcast: Don't Retire ... Graduate.