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Blog

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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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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Suite 170
Gahanna, OH 43230

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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. 

 To verify PCA’s registration status, visit the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. For additional details about PCA’s services and fees, refer to our Form ADV, available upon request or at www.prosperitycapitaladvisors.com. Please review our Client Relationship Summary (Form CRS), Form ADV Part 2A, Privacy Notice, and your advisor’s ADV Part 2B for more information before investing. For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.   

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