Keystone Financial Group

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[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.
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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.
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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.
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[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.
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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.
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[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.
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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...
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[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...
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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...
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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.
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