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Estate Planning

Top 5 Financial Fears That Affect Women
Estate Planning | Financial Planning

Top 5 Financial Fears That Affect Women

Bynatirivero March 2, 2020February 6, 2025

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What’s holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

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How Congress is Trying to Change your Retirement
Estate Planning | Retirement Income | Tax Planning

How Congress is Trying to Change your Retirement

Bynatirivero October 6, 2019February 6, 2025

In May of this year, The House passed The Setting Every Community Up for Retirement Enhancement (SECURE) Act with a vote of 417-3. If you are approaching or in retirement there are several aspects of the law you will want to pay special attention.

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Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliates of or affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582. Form CRS.

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