Keystone Financial Group

Blog

4 Ways to Minimize Financial Anxiety During COVID-19

If the effects of COVID-19 are waking you up in the middle of the night to a money-related panic attack, you are not alone. It is only natural for us to worry about our finances, especially during a pandemic, as it affects so many facets of our everyday lives. Nevertheless, financial stress is a big deal and needs to be addressed...
View More >>

[Video] Dealing With Market Volatility In Uncertain Times

As markets worldwide continue to be rocked by the spreading threat of COVID-19, it is important to take a moment to regroup and re-examine your financial goals.
View More >>

5 Ways to Pay for College

For most parents, paying for a child's college education is a major event. For some parents, it rivals only the purchase of a home in number of dollars spent. As the cost of college continues to rise, it's little wonder that parents view their ability to pay college costs with some apprehension. Yet, in all but the most affluent families, paying for college does not usually involve a 100% out-of-pocket contribution from parents. Rather, the average family uses a combination of strategies...
View More >>

[Video] Social Security: When Should You File for Benefits?

When should you file for Social Security benefits? The answer to this question will vary depending on your particular situation, needs, and goals - including all of the factors mentioned below. This short video provides a few helpful tips and guidelines...
View More >>

How Secure Is Social Security?

A question that we often hear at our Social Security workshops is "will Social Security be around for me?" While there is plenty of discussion in the media about the problems with the Social Security program, the truth is that Social Security...
View More >>

Can You Answer the 4 Most Important Retirement Questions?

As a holistic financial advisory firm, one of our most important goals is to financially educate our clients. One great way to improve your financial literacy is to ask thoughtful questions that lead you to think about things in a new way, and to learn to think outside the traditional “financial planning” box. In all of our years of doing business, we’ve found there are 4 very important financial questions that every person who is concerned about their future retirement should know..
View More >>

[Podcast] Why the Order of Retirement Savings Matters

One of the most common questions we hear from clients is "what is the best place to save for retirement?" This month's podcast addresses this interesting question, and shares several viable savings options (including some that you may never have considered).
View More >>

[Video] Putting Together the Retirement Income Puzzle

Planning for retirement is somewhat like putting together a big financial puzzle. Most people will receive retirement income from a variety of different sources,and each source can be an important piece of your individual puzzle. This quick video provides a good overview of how to put together your own retirement income puzzle.
View More >>

[Podcast] What the Wealthy Know About Taxes That You Don't

On our featured podcast this month, Sandy Botkin, CPA and Tax Attorney, breaks down how to make the tax laws work for you instead of against you, and how to protect your retirement accounts.
View More >>

Do You Need Long-Term Care Insurance?

Long-term care is a hot topic these days, with our aging Baby Boomer population heading into their golden years. Many Americans will end up needing long-term care at some point, and while it is impossible to predict the future, planning for this potential need in advance can be a good idea.
View More >>

Holiday Food Drive to Support GRIN

As part of our commitment as a company to serve our local community, this month, we are holding a food drive to benefit Gahanna Residents In Need (GRIN). You can donate the following non-perishable food items at our office from 11/18-12/9.
View More >>

[Video] When Should You Take Social Security Benefits?

When to claim Social Security benefits is one of the most important questions facing those nearing retirement age. While it may seem like a no-brainer at first glance, in fact, the answer is much more complex than you may expect.
View More >>

Understanding the Basics of Social Security

Approximately 67 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances. This article takes a quick look at some of the basics you should know about Social Security.
View More >>

[Video] 10-Minute Lesson on Life Insurance

Life insurance can be a very valuable financial tool, and although it may not sound terribly exciting, life insurance can be a lot more complex than most people realize. The quick video below discusses two of the most common types of life insurance and breaks down life insurance in simple terms that make it easy to understand the differences between the two.
View More >>

The Pros & Cons of Cash Value Whole Life Insurance

September is Life Insurance Awareness Month, and as this is one of the most misunderstood financial tools (both by financial advisors and by the general public), we wanted to take this opportunity to share some eye-opening information about the unusual benefits provided by this unique financial vehicle. Below are some of the major pros and cons of this tool...
View More >>

[Video] The Problem of Student Debt

If you have watched the news at all lately, you are probably at least somewhat aware of the huge student loan debt crisis facing our country. Recent reports put our country's total student loan debt burden at just under $1.6 Trillion...
View More >>

How Much Do You Need to Save for College?

There is no denying the benefits of a college education: the ability to compete in today's job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how do they do it? Many families finance a college education with help from student loans and other types of financial aid such as grants and work-study, private loans, current income, gifts from grandparents, and other...
View More >>

Welcome to our new blog!

Thanks for stopping by! Stay tuned for helpful posts on financial topics here. We will cover a variety of general financial topics, from college planning tips, to debt management, personal financing, retirement, Social Security planning, financial products, and more.
View More >>