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Blog

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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An assortment of sushi, rice, and seaweed.
Keystone Financial Group | Sep 25, 2024

4 Pervasive Myths About Inflation

Finance
Economy
For most of us these days, it feels like inflation is higher and more persistent than it actually is. Here are a few inflation myths to be aware of.
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Keystone Financial Group | Sep 18, 2024

Maximizing Social Security Benefits with Smart Timing and Planning

Social Security
Pre-Retirees
Retirement Planning
Navigating Social Security benefits effectively requires strategic consideration and timing. You'll need to learn the nuances of smart Social Security planning
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Keystone Financial Group | Sep 11, 2024

Your Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning
Retirement Planning
How much do you really know about retirement benefits? This guide to retirement benefits and pensions breaks down the ins and outs of various types of income
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Keystone Financial Group | Sep 4, 2024

Student Loans, Business Protection, and More: The Diverse Benefits of Life Insurance

Life Insurance
Insurance
While you might not think of life insurance as an integral part of your financial plan, here are 5 ways that life insurance can offer benefits and coverage for
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Setting retirement lifestyle goals
Keystone Financial Group | Aug 28, 2024

Take These 3 Steps Now to Help Clarify Your Retirement Lifestyle Goals

Dreaming of your perfect retirement, but not quite sure how to get there, or what it will look like? Craft your ideal retirement plan with this 3-step strategy.
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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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