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Blog

Hands holding a small wrapped present
Cris McBride | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Mother and daughter cooking and laughing
Cris McBride | Feb 28, 2022

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Cris McBride | Feb 21, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Cris McBride | Feb 14, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Cris McBride | Feb 7, 2022

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Group of young professionals in a meeting. They are in a casual office setting
Cris McBride | Jan 31, 2022

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Professionally dressed man and woman looking at a tablet
Cris McBride | Jan 24, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Cris McBride | Jan 17, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Woman in a suit holding a piece of paper. She is in an office setting.
Cris McBride | Jan 10, 2022

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Grandmother and granddaughter knitting together
Cris McBride | Jan 3, 2022

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Cris McBride | Dec 27, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Cris McBride | Dec 20, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Cris R. McBride is not affiliated with Kestra IS or Kestra AS.

Investor Disclosures https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services 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 products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

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