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Blog

Keystone Financial Group | Jul 7, 2021

[Podcast] Thinking of Retiring Overseas?

Podcasts
Retirement
Travel

Many people plan to move abroad during retirement, but you should be aware that financial rules may vary from one country to another. Before making the move -

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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Keystone Financial Group | Jun 29, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
Retirement Planning
Retirement Savings
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Understanding the investment of college
Keystone Financial Group | Jun 23, 2021

Understanding the College Investment

College Planning
College

College costs continue to climb, and it seems every few months the student loan debt bubble hits a new high. The total amount of student loan debt in America

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Woman writing in a paper planner with a pen
Keystone Financial Group | Jun 16, 2021

Are You On Track to Reach Your Retirement Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Keystone Financial Group | Jun 9, 2021

Is A Fixed Indexed Annuity Right for You?

Annuities
Retirement Planning

Annuities are an often-misunderstood financial tool, but when used properly, they can be a very valuable asset for retirement planning. There are many differen

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Keystone Financial Group | Jun 2, 2021

[Podcast] Do You Want to Be a Millionaire?

Podcasts
Retirement Planning
Saving
Retirement Savings

Most people, when asked if they would like to be millionaires, would naturally say yes. However, the reality is that most people don't take the necessary steps

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Smart saving & investing tips for building long-term wealth
Keystone Financial Group | May 26, 2021

5 Smart Saving & Investing Tips for Building Long-Term Wealth

Investing
Saving
Savings
Retirement Savings
Building Wealth

When it comes to saving and investing for the future, there are several important considerations to keep in mind if your intention is to build long-term wealth

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Keystone Financial Group | May 19, 2021

Co-Signing a Student Loan Vs. Taking a Parent Loan

College Planning
Debt
Student Loans
College Loans

Your child is starting college soon, and as a parent, you probably have mixed feelings and many questions about the financial side of things. Student loans are

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Keystone Financial Group | May 11, 2021

Can You Answer the 4 Most Important Retirement Questions?

Retirement Planning
Financial Literacy
Every person should be able to answer these 4 key questions when planning for retirement...
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Keystone Financial Group | May 5, 2021

Avoiding the Social Security Tax Trap

Social Security
taxes

Retirees face multiple income tax traps, and the fact is that many retired taxpayers will see a portion of their Social Security income make its way onto the

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Keystone Financial Group | Apr 28, 2021

4 Types of ETFs to Help Grow Your Retirement Portfolio

Investing

There are many investments available to help you grow your retirement portfolio, but exchange-traded funds (ETFs) continue to be one of the most popular options

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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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Suite 170
Gahanna, OH 43230

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office 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. 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 Tax Services offered through Keystone Financial Group are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  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. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.   

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