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Publications

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

 


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

Get in Touch with PBF


870 Kipling St Unit A
Lakewood, Colorado
80215


303-238-5123  – 303-238-4733



pbf@pbfrountree.com

To learn more about the professional history

of your financial advisor, please visit FINRA’s BrokerCheck

© Personal Benefit Financial

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. Financial planning offered through Personal Benefit Financial.Rountree & Associates doing business under Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.Neither Kestra IS nor Kestra AS provide tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 737-443-2582.