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Blog

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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Keystone Financial Group | Jan 27, 2021

[Quiz] Are You An Emotional Spender?

Financial Literacy
Are you an emotional spender? Take the quiz to find out...
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Keystone Financial Group | Jan 20, 2021

3 Things to Know About Test-Optional Schools

College Planning

With the COVID-19 pandemic throwing a wrench in many families' college plans, numerous colleges and universities have made changes to their admissions processes

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Happy elderly couple holding yellow flowers
Keystone Financial Group | Jan 13, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement
Retirement Planning

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Keystone Financial Group | Jan 6, 2021

[Infographic] 5 Financial Resolutions for the New Year

Financial Planning
Financial Literacy

Are you ready for the New Year? It's time to make sure your finances are on track for the year ahead! If you haven't already, this is a great time to meet with

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Keystone Financial Group | Dec 30, 2020

Do Your Donor Due Diligence

Charitable Giving

If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out

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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. 

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