The Social Security Fairness Act

Securities are 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. Personal Benefit Financial is not affiliated with Kestra...

2024 at Personal Benefit Financial!

Securities are 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. Personal Benefit Financial is not affiliated with Kestra...

Not So Scary Tax Season Prep

Securities are 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. Personal Benefit Financial is not affiliated with Kestra...

Rising Costs?

Securities are 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. Personal Benefit Financial is not affiliated with Kestra...

Changes That Could Impact YOU!

Click the links below to see the material that was handed out during our spooky client seminar about investing during the election year! Review of U.S. presidential elections Guide to investing in an Election year Recessions and Bear Markets Securities are offered...

Where Harris and Trump Stand on Taxes, Tariffs and More

October 01, 2024 Kara Murphy, CFA – Kestra Financial As the presidential election gets down to the wire, we’re fielding a lot of questions about where the candidates stand on issues with big economic implications. It’s not hard to see why investors still have plenty...