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Blog

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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A man sitting on a bench watching a plane take off
Keystone Financial Group | Jun 28, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
Travel
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And if
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A teenager holding a yellow and blue longboard talking to her friend
Keystone Financial Group | Jun 21, 2023

Teaching Good Financial Habits to Your Teen

Family
Finance
Financial Literacy
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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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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