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10 Financial Terms Everyone Should Know A Major Concern Expressed By Retirees Advantages & Disadvantages of College Savings Plan 529 Are you in danger of making errors in Retirement Account Withdrawals? Four Retirement Saving Myths Government Thrift Savings Plan – Positives and Negatives How can I tell whether it is a good time to refinance my mortgage? How long should I keep copies of my tax returns? Improve your Credit Score Income In Retirement From TSP Income-Based Repayment (IBR) for Federal Students Storing Financial Documents in the Cloud. What should I know? Job Search Tips for Recent Graduates Medicare Definitions Medicare Key Enrollment Dates My Age is 70 – Now What? Protect Your Information Protect Yourself Against Identity Theft Required Minimum Distributions (RMD’s) Update on Student Loans Tax Benefits of Home Ownership Top Issues to Address for Your Personal Finances What is a Certified Financial Planner

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Tax Professionals

Marcolina Tax & Accounting – Linda Marcolina, E.A. (303) 975-6981

Wallace Accounting LLC – Rebecca Wallace Beattie, CPA, Attorney, LL.M in Taxation (303) 384-0046

*Marcolina Tax & Accounting, Linda Marcolina, Wallace Accounting LLC, and Rebecca Wallace Beattie are not affiliated with Personal Benefit Financial, Kestra IS, or Kestra AS.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services (Kestra IS) does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness. *Denise Rolfsmeier, Jackie Thomas & JLT Financial are not affiliated with Personal Benefit Services Group, Kestra IS, or Kestra AS