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Blog

Digital art image of a business person looking through a large set of binoculars.
Keystone Financial Group | Aug 21, 2024

3 Investment Factors that DON'T Drive Long-term Returns

Investments
Investing
Many investors focus on things that actually have no impact on long-term market returns. To help you make more informed investment decisions, here are three
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Business succession planning
Keystone Financial Group | Aug 14, 2024

Strategic Business Succession Planning: Should You Involve Your Children?

Business Owners
Business Planning
Business succession planning is an important process for ensuring the long-term success and viability of a company. One of the most significant considerations
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Keystone Financial Group | Aug 7, 2024

How Longevity in Retirement May Impact Your Plans

Investments
Retirement
Finance
Savings
How many years will your retirement last? What are the chances you’ll live past 90? Let’s explore how understanding longevity could create a positive impact in
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Roth IRA conversions
Keystone Financial Group | Jul 31, 2024

Is a Roth Conversion the Right Strategy for You?

Investing
Investments
Retirement Planning
Retirement Plans
Understanding whether a Roth conversion strategy fits into your financial plan involves evaluating your current and future financial situations. Here, we’ll
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Keystone Financial Group | Jul 24, 2024

4 Estate Planning Missteps To Avoid

Finance
Lifestyle
Estate Planning
A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only
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College savings plans: Coverdell versus 529 plan
Keystone Financial Group | Jul 17, 2024

Navigating College Savings: Understanding 529 Plans & Coverdell ESAs

College Savings
College
Navigating college savings is a significant concern for many families. Two popular options for saving are 529 Plans and Coverdell Education Savings Accounts
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Keystone Financial Group | Jul 10, 2024

Mid-Year Financial Reset Checklist

Personal Finance
As we approach the midpoint of the year, it’s an ideal time to review and potentially reset your financial strategies. Here’s a practical mid-year financial
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Digital art of a lawyer standing next to a large document and gavel.
Keystone Financial Group | Jul 3, 2024

What Does It Mean to Be a Power of Attorney?

Finance
Tax Planning
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Image of a sailboat sailing on a lake, with cloudy weather above.
Keystone Financial Group | Jun 26, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Keystone Financial Group | Jun 19, 2024

The Benefits and Risks of Annuities: How to Know if They’re Right for You

Insurance
Annuities
Retirement Planning
Retirement Savings
In the realm of investing, few financial instruments have garnered more controversy than annuities. Unquestionably, annuities have their share of critics
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Older couple embracing on a boat overlooking a body of water
Keystone Financial Group | Jun 12, 2024

5 Signs You’re On Track To a Comfortable Retirement

Retirement
Retirement Planning
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Keystone Financial Group | Jun 5, 2024

Student Loan Repayment Guide

College Loans
College Planning
Debt
Graduates with student loan debt have a number of options when it comes to repaying student loans - and not all of these options are suitable for everyone. It
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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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