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Blog

Two people working at a table in an office using a calculator.
Keystone Financial Group | Feb 12, 2025

7 Smart Tax Planning Strategies for High-Net-Worth Individuals

Tax Planning
Nearly all high-net-worth individuals share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often
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Financial planning tips for couples
Keystone Financial Group | Feb 5, 2025

The Importance of Financial Transparency in Relationships: 15 Long-Term Financial Planning Tips for Couples

Financial Literacy
Financial Planning
If you’re unsure how to approach money matters with your partner, this guide will highlight the importance of financial transparency and offer valuable
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College finance tips
Keystone Financial Group | Jan 29, 2025

Navigating College Finances: 8 Simple Tips for Students & Parents

College Planning
Preparing for college is an exciting time for both college students and their parents. However, amidst the thrill of new experiences and academic pursuits, the
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man pointing at document with pen
Keystone Financial Group | Jan 22, 2025

How Can a Financial Advisor Assist Me with Lowering Tax Liability for Retirement?

Tax Planning
taxes
As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax retirement incomes, and how future tax liabilities may impact your
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Financial decision making
Keystone Financial Group | Jan 15, 2025

The Hidden Costs of Financial Inertia: How Delaying Decisions Can Affect Your Wealth

Financial Literacy
Financial Preparedness
While it might feel easier in the short term to stick with the status quo, the long-term effects of financial inertia can be substantial. This article will
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Impact of biases on financial results
Keystone Financial Group | Jan 8, 2025

How Hindsight Bias & Others Can Impact Your Financial Results

Investments
Personal Finance
Financial Literacy
Financial biases can lead even the smartest, best-intentioned investors astray. Here’s how to recognize three common biases - hindsight bias, fear of missing
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Keystone Financial Group | Jan 1, 2025

5 Major Retirement Regrets (& How to Avoid Them)

Retirement
Retirement Planning
This article reviews some of the top regrets of retirees in order to help you make better decisions for your own retirement.
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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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700 Taylor Rd
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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