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Blog

Close up of a retired couple holding hands.
Keystone Financial Group | Feb 7, 2024

How Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

Annuity
Retirement
Retirement Planning
Income Planning
No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long it will last. What we do know is that
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Person holding jar of coins with a 'savings' label
Keystone Financial Group | Jan 31, 2024

4 Bad Money Habits & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
Personal Finance
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Keystone Financial Group | Jan 24, 2024

2024 Market Outlook: What to Watch Out for in An Election Year

Investments
Finance
News
Market Updates
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Smart money moves for 2024
Keystone Financial Group | Jan 17, 2024

New Year, New Goals: Planning Your Money Moves for 2024

Financial Planning
Personal Finance
Start the new year with a roadmap to success: here are some smart money moves to consider for 2024.
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Woman holding coins in hands.
Keystone Financial Group | Jan 10, 2024

Open the Door to Tax Charitable Deductions with a Retained Life Estate

Estate Planning
Tax Planning
Real Estate
A home is a place to rest your head, to create memories, and to cook dinner. It’s where your pets are—your family. What people most often forget about their
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Keystone Financial Group | Jan 3, 2024

5 FAFSA Questions for More Financial Aid

College Planning
College
Increase your eligibility for federal student aid by understanding the answers to these 5 important FAFSA questions.
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Keystone Financial Group | Dec 27, 2023

A Look Back and A Look Ahead: 2023 Year In Review

News
Market Updates
A quick look back at the major events of 2023, and a sneak peek of what 2024 may hold.
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Keystone Financial Group | Dec 20, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
taxes
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Keystone Financial Group | Dec 13, 2023

Social Security Updates for 2024

Social Security
Retirement
Here's what's changing for Social Security recipients in 2024.
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Hands holding a small wrapped present
Keystone Financial Group | Dec 6, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Charitable Giving
Considering donating to a cause? There's a few things you should check first.
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Keystone Financial Group | Nov 29, 2023

7 Key Questions to Ask About Your College Savings Plan

College Planning
College Savings
College
Does your college savings plan do this? Here are 7 key questions to ask when deciding where to save for college.
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Keystone Financial Group | Nov 22, 2023

Are You Subconsciously Sabotaging Your Financial Goals?

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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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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