Green_Steve

Your Blueprint for a Successful Retirement

It’s often been said that every accomplishment begins with a vision and a solid plan. Whether it’s an architectural marvel, a business success or personal achievement, the plan outlining where you are and where you want to be (and most importantly, the steps you must take to get there) always comes first. The same rings true when it comes to…

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Kevin Reynolds

Krilogy Financial® Advisor, Kevin Reynolds Earns CIS™ Designation

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor, Kevin Reynolds, has earned his Certified Income Specialist™ designation from the Institute of Business & Finance. CIS™ certification requires mastery of issues related to income distribution in retirement, including Medicare, income taxes, health care, investing…

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Fomon_Kristin

Women: Are You Taking Control of Your Finances?

We recently celebrated International Women’s Day, a time to recognize and advocate for the contributions and advancement of women. This includes professional, social and cultural advances, and the accomplishments we continue to see women making when it comes to taking control of their finances. Our passion lies in guiding women on this journey and empowering them to actively navigate all…

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Forrester_Drew

Make Strategic Tax Planning a Priority For Your Retirement Plan

If you’re like most, you approach your retirement planning with the sole focus on building your nest egg, accumulating as much as possible to get you to your goals. Yet there’s an often overlooked piece of the planning that could have an impact on your finances in retirement –strategic tax planning. What could your tax exposure be, and how can…

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Connelly_Elizabeth

Your Life Insurance Needs an Annual Checkup Too

Regular check-ups are a part of life. Your health, your car, and even things like your furnace are checked out annually, if not more frequently. Yet when it comes to life insurance, you may think that policy you purchased many years ago is fine just sitting in a drawer. There are several reasons that this is a dangerous practice, because…

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Krilogy Financial

How the Department of Labor Fiduciary Rule May Impact You and Your Relationship with Your Financial Advisor

Perhaps you’ve read about the Department of Labor’s Fiduciary Rule, which is scheduled to go into effect in April, 2017. To sum it up, the new rule places regulations on those who offer investment advice on retirement accounts, requiring them to act as fiduciaries, which means they act solely in the client’s best interest when offering financial services and advice….

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Krilogy Financial

Investment Committee & IA Department News – November 2016

BREAKOUT OR BREAKDOWN? With the S&P 500 having spent the last 3 months in a tight 3% trading range, the question on the mind of many investors relates to the direction that this range-bound market ends up moving in and how a Trump Presidency may influence it. Prior to the election outcome, very few had the stated expectation that the…

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Mike Brown

The Biggest Mistake Baby Boomers Make When Planning for Retirement

Today, like no other time in history, there are more ways to communicate than ever. Texting, E-mail, Messenger, Snapchat, and Twitter, are just a few options on the ever-growing list of ways to connect. While these methods of communication accomplish the basic communication requirements, they all lack the interpersonal connection that is sometimes needed in the relationship. Good old-fashioned face-to-face…

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Monahan_Patrick

The Four Basic Client-Advisor Communications: Are You Getting Them?

When it comes to working with a financial advisor, many people are unsure of what to expect. They don’t know how often they should be communicating with their advisor, or what kind of feedback is appropriate on a regular basis. I believe that there are four basic communications that should happen on a routine basis between an advisor and his…

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