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Calculator with financial numbers.
Keystone Financial Group | Sep 20, 2023

All Gain with No Pain? What You Should Know About Indexed Annuities

Annuities
Retirement Planning
The annuity industry must have studied the story of Goldilocks and the Three Bears because, after recognizing that investors weren’t keen on low fixed yields or
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Two women meeting in an office space.
Keystone Financial Group | Sep 13, 2023

How a Financial Professional Can Help You Discover Your Hidden Goals

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many areas of life. But are you only scratching the surface? A financial professional doesn't just
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Keystone Financial Group | Sep 6, 2023

IRS Updates Inheritance Rules for Trusts

Estate Planning
Tax Planning
Taxation
You may not have heard, but there has been a quiet change to inheritance rules that could severely impact families trying to maximize their legacies.
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man kissing woman on check beside body of water by Esther Ann courtesy of Unsplash.
Keystone Financial Group | Aug 30, 2023

Life Insurance & Annuities: The Dynamic Duo of Financial Protection

Insurance
Life Insurance
Annuities
Retirement Planning
While life insurance and annuities are both products of life insurance companies, they serve two very distinct purposes. Life insurance policies offer
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Keystone Financial Group | Aug 23, 2023

2023 Mid-Year Market Update: Is a Recession Still Looming?

Market Updates
Economy
Should we still brace for a recession, or is the worst behind us?
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Man sitting on bench in park
Keystone Financial Group | Aug 16, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Keystone Financial Group | Aug 9, 2023

[Video] Understanding the Basics of Roth IRAs

Retirement Plans
Retirement Savings
Roth IRAs are common retirement savings plans with some unique benefits, particular when it comes to taxes. Learn the basics in this quick video.
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Man sitting at a long table in front of a window. He is looking at his phone.
Keystone Financial Group | Aug 2, 2023

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Investing
Building Wealth
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Woman with graduation cap looking at the sky
Keystone Financial Group | Jul 26, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
Student Loans
College Loans
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Digital payment scams
Keystone Financial Group | Jul 19, 2023

4 Tips to Avoid Falling for Digital Payment Scams

News
Personal Finance
Financial Literacy
Follow these tips to protect yourself from digital payment scams when shopping or making purchases online.
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Two people at work high fiving at a desk
Keystone Financial Group | Jul 12, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Keystone Financial Group | Jul 5, 2023

7 Tips for Helping Aging Parents Find Care

Family
Aging
Healthcare
Long-Term Care
Many of us will find ourselves making care decisions for our parents or other beloved elders. Getting some guidance may help to relieve some of the stress. Here
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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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