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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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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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Happy couple sitting in a park with their dog
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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Woman at university graduation.
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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Prosperity Capital Advisors ("PCA") is an SEC-registered investment adviser headquartered in Ohio. PCA and its representatives comply with registration requirements in all states where they conduct business or are exempt from registration. Direct communication with prospective clients will be made only by representatives who are properly registered or exempt in their state of residence. Registration does not imply a certain level of skill or training. 

 Keystone Financial Group and PCA are separate, unaffiliated entities. PCA does not provide tax or legal advice. Insurance, tax, or other services offered through Keystone Financial Group are not affiliated with PCA. 

 Information on this website is for informational purposes only and should not be construed as investment advice. Some content may be provided by third parties and does not necessarily reflect the views of PCA. PCA is not responsible for, nor does it endorse, content on third-party websites linked here. 

 To verify PCA’s registration status, visit the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. For additional details about PCA’s services and fees, refer to our Form ADV, available upon request or at www.prosperitycapitaladvisors.com. Please review our Client Relationship Summary (Form CRS), Form ADV Part 2A, Privacy Notice, and your advisor’s ADV Part 2B for more information before investing. For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.   

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