Selena Krampota, Financial Advisor at LifeBridge Financial Group

06/10/2026

Learn how you can give financial gifts!

1️⃣Tax-Free Gifting Up to $19,000 Per Person
In 2026, you can give up to $19,000 per recipient tax-free. Stay under this limit to avoid filing with the IRS.
2️⃣Unlimited Recipients
Feel free to spread the love! There's no limit on the number of people who can receive an annual gift. Perfect for those looking to help make a difference in someone's life. 💌
3️⃣Married Couples: Double the Impact
Married? You can gift up to $38,000 per recipient annually, doubling your impact. 💍
4️⃣Lifetime Exemption: The Big Picture
Beyond annual gifts, your lifetime exemption in 2026 is $15 million. 🌟
5️⃣Gifting Isn't The Only Approach
Paying directly for qualified tuition or medical expenses? These don't count as gifts, but we would encourage you to speak with your tax, legal or accounting professional if this approach is part of your strategy. 🏥

Gift Giving can be complex but it doesn't have to be. Understand the rules and realities, and make sure your strategy aligns with your long-term goals.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/01/2026

Happy Pride Month 🏳️‍🌈
Celebrating love, authenticity and inclusion today and everyday.
♥️🧡💛💚💙💜
At LifeBridge Financial Group, we believe everyone deserves to feel seen, respected and supported as they plan for their future.

05/27/2026

In the inaugural edition of “From the PM Desk,” we examine how markets may be looking through the conflict in Iran, but with an understanding that a clear resolution may take months to materialize. We share how and why KIM portfolios are positioned across regions, sectors, and individual securities to provide resilience across a wide range of outcomes.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/20/2026

After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfolios. With attractive valuations and earnings growth trending positively, the case for looking beyond the U.S. is getting harder to ignore. In this week’s Money with Murphy, Kara explains how leadership often rotates when many don’t realize it’s happening.

After more than a decade of U.S. leadership, international markets ...

05/19/2026

Extended care is one of the biggest wild cards in retirement. Costs vary by location, care type, and health needs, but they've all been rising faster than many realize. These five insights can help you understand what drives costs and why they often catch retirees by surprise.

Sources:
CareScout, Cost of Care Report, July - December 2024
AALTICI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenworld, 2025 Retirement Confidence Survey, April 2025

05/10/2026

Today we celebrate every kind of mom who loves, guides and nurtures us in countless ways. Thank you for all the ways you make our world brighter and our hearts fuller. 💐

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

04/22/2026

After finishing strong in 2025, the broad U.S. equities market got off to a rocky start this year. Stocks initially traded higher during the first quarter, but the onset of the Iran conflict in late February and resulting global spike in oil prices clouded the economic picture and triggered a broad selloff.

When the dust settled, the S&P 500 posted its first quarterly loss in a year (-4.3%). Does a difficult first quarter portend a down year? Not necessarily. In this week’s Markets in a Minute, we unpack first quarter performance and touch on some reasons to be cautiously optimistic about the balance of the year.
https://www.kestraim.com/market-insights/mim-cautiously-optimistic-for-2026