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Blog

Keystone Financial Group | Dec 25, 2024

Maximizing Charitable Giving: Strategies for Making an Impact

Charitable Giving
Here are a few tips to help you practice meaningful and strategic philanthropy.
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Financial resolutions
Keystone Financial Group | Dec 18, 2024

How to Prepare for 2025: 10 Financial Resolutions You Can Start Now

Financial Planning
Financial Preparedness
Start early with these practical steps to strengthen your financial plan for the New Year.
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A woman standing and smiling in a busy office building.
Keystone Financial Group | Dec 11, 2024

Do You Avoid Talking About Money Due to These 5 Myths?

Finance
Lifestyle
Family
Avoiding talking about money due to these common myths can lead to lack of financial literacy. Here's what to do instead.
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Keystone Financial Group | Nov 27, 2024

10 Myths About Social Security: Separating Fact from Fiction

Social Security
Retirement Planning
Social Security is one of the most vital sources of income for millions of retirees in the United States. However, despite its importance, there are many myths
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Keystone Financial Group | Nov 20, 2024

GRIN 4 Gahanna 2024 Thanksgiving Food Drive

News
Company Updates
Please join us in supporting Gahanna Residents In Need during our Thanksgiving food drive this month! Here's what is most needed...
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Keystone Financial Group | Nov 13, 2024

Optimizing Tax Efficiency: 7 Strategies for Minimizing Tax Liability

Tax Planning
While taxes are a part of financial life, implementing a strategic financial plan can help manage their impact on your wealth. Consider these methods to reduce
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Keystone Financial Group | Nov 6, 2024

[Video] 2025-2026 FAFSA Launch Set for December 1

College Planning
This year's FAFSA is set to open on December 1. Here's what you need to know about this important financial aid form.
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Retirement income planning
Keystone Financial Group | Oct 30, 2024

4 Steps to Creating a Retirement Income Plan

Retirement Planning
Creating a retirement income plan that supports your desired lifestyle is important to managing your finances once you stop working. Here are four key steps to
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Improving your money mindset
Keystone Financial Group | Oct 23, 2024

How to Reprogram & Improve Your Money Mindset

Financial Literacy
Personal Finance
Understanding your money mindset can highlight what changes you may be able to make to improve it and enjoy better financial health.
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Investment review tips
Keystone Financial Group | Oct 16, 2024

7 Steps to Refresh and Fine-Tune Your Investments Before the Year Ends

As the year begins to wind down and fall sets in, it’s a great time to take a closer look at your investment portfolio. Here’s a guide on how to conduct a fall
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Financial tips for empty nesters
Keystone Financial Group | Oct 9, 2024

When the Kids Leave for College: 4 Financial Considerations for Empty Nesters

Financial Planning
Pre-Retirees
Try these tips to approach this important life transition with financial savvy and a positive outlook...
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Keystone Financial Group | Oct 2, 2024

7 Important Financial Milestones for Those Age 50 & Above

Retirement
Retirement Planning
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
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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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