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Blog

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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Keystone Financial Group | May 29, 2024

Avoid These 4 Financial Mistakes This Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Keystone Financial Group | May 22, 2024

Finance Deep Dive: How is Inflation Calculated?

Financial Literacy
Economy
We hear a lot about inflation rates, but do you know how inflation is calculated? Here's a brief primer.
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Keystone Financial Group | May 15, 2024

4 Common Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Financial Literacy
To help you spot and steer clear of the snake oil, here’s a closer look at today’s most common social media scams, their tactics, and red flags for spotting
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An older man relaxing and laying down in an inner tube on relaxing water.
Keystone Financial Group | May 8, 2024

Top 5 Must-Do Tasks Before Retirement

Retirement
Savings
Retirement Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Roth IRA benefits
Keystone Financial Group | May 1, 2024

Top 7 Reasons Why Roth IRAs Outperform Traditional Tax-Deferred Options

Investing
Retirement Plans
Retirement Savings
When it comes to retirement planning, understanding the different types of investment accounts can make a world of difference in your future. One standout
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A brain surrounded by circles representing brain waves
Keystone Financial Group | Apr 24, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle
Watch out for these 3 unconscious biases that may impact your financial results.
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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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