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4 Important Ways to Use Your Money financial planning

 Knowing how every dollar can be used is a great start to Financial Planning. And to make it super simple, there are really only 4 ways to use money:

  1. SPEND Cautiously. Whether it's keeping your lights on and phone connected, putting food on the table for your family, paying for...
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3 Tips for Your Portfolio when the Fed Tapers Asset Purchases wall of worry

The old saying goes, "the market climbs a wall of worry." When it comes to financial markets, there's almost always something to worry about. However, one thing that has the potential to make market volatility worse is the fear of the unknown. At this point in our...

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3 Reasons You May NOT Want to Fund a Roth IRA Conversion tax relief

Roth IRAs can serve as a great option for a variety of financial situations. However, we have to remember, converting a pre-tax plan (i.e., traditional IRA, pretax 401(k), etc.) to a Roth IRA will trigger a taxable event. For example, if you convert $25,000 from a pre-tax plan to a Roth IRA, you...

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The Taxation of Restricted Stock Units

What employees need to know.

Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation. 

Remember that this article is for illustrative purposes only and not a replacement for real-life...

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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. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, 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 of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures