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COVID-19 RESPONSE We are now offering in-office meetings on a first-come, first-served basis, as well as virtual appointments. Visit our COVID-19 page to learn more.

Blog

Keystone Financial Group | Apr 21, 2021

[Infographic] 10 Financially Savvy Ways to Spend Your Tax Refund

taxes
Taxation

If this tax season was kind to your wallet, and you have money coming your way, it's time to decide how to spend your dollars. Here are 4 areas to consider

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Keystone Financial Group | Apr 14, 2021

Is Your Money Lazy?

Financial Planning
Financial Literacy

What is lazy money? It is money in your tanks that is not performing well for you or is being wasted through inefficient systems or structures, thereby creating

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Keystone Financial Group | Apr 7, 2021

[Podcast] Are the Stimulus Checks Stimulating the Economy?

Economy
Economic Growth
Consumer Spending

We're probably all sick of hearing the phrase "We're living in unprecedented times"... But the truth is the past year has been uncharted territory for America -

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Keystone Financial Group | Mar 31, 2021

Becoming Financially Literate: 4 Tips for Better Financial Health

Financial Literacy
April is Financial Literacy Month, which is the perfect time to take advantage of available tools, resources, and tips for financial education that can help
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Keystone Financial Group | Mar 24, 2021

5 Tax-Smart Strategies for Lowering Your RMDs

taxes
RMDs
Retirement Planning
There’s one piece of the retirement income puzzle that no one likes to deal with: Required Minimum Distributions (RMDs). However, there are a few steps you can
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Keystone Financial Group | Mar 17, 2021

3 Types of Annuities for a More Secure Retirement

Annuity
Retirement Planning
Annuities
The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to
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Keystone Financial Group | Mar 10, 2021

Important Tax Filing Tips & Deadlines for 2021

Tax Planning
taxes

The Internal Revenue Service announced that the nation's tax season started on Friday, February 12, 2021, but it is important to note that the filing deadline w

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Social Security questions
Keystone Financial Group | Mar 3, 2021

[Podcast] Will Social Security Be There for Me?

Social Security
Podcasts

"Will Social Security even be around for me to collect?” This is a common question that we hear from clients and attendees at our live workshops, and many

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Keystone Financial Group | Feb 24, 2021

Money & Your Relationship: 4 Smart Financial Management Tips for Couples

Finance
Financial Literacy
Money Management
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Keystone Financial Group | Feb 17, 2021

Finance 101: A Lesson in Helping your Student Pay for College

Education
College
Savings
College Planning
You may think back fondly on your halcyon collegiate days, but unfortunately, it’s getting increasingly difficult to afford college. It's important to learn all
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Keystone Financial Group | Feb 10, 2021

Updates to Medicare in 2021: Here’s What You Need to Know

Health
Retirement Planning

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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Keystone Financial Group | Feb 3, 2021

Understanding the Basics of Paycheck Protection Program (PPP) Loans: Round Two

Finance
COVID-19
Business Owners

The year 2020 was unprecedented for so many reasons—mostly because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while

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Suite 170
Gahanna, OH 43230

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Brian Minier offers Financial Planning and Advisory Services through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and other Financial Services offered through Keystone Financial Group are not affiliated with PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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