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Blog

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Keystone Financial Group | Jan 4, 2023

Financial Planning in Your 30s: 3 Financial Goals for 30-Somethings

Savings
Financial Planning
Financial Literacy
Millennials
Your thirties are a great time to start working on some larger financial goals. Here are 3 ideas to help you get started.
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How to reduce risk in your retirement portfolio
Keystone Financial Group | Dec 28, 2022

When & How to Reduce Risk In Your Retirement Portfolio

Investing
Building Wealth
Retirement Planning
Risk Management
The closer you get to your retirement years, the more important it is to preserve the wealth you have accumulated. Here's when to consider reducing your risk
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Keystone Financial Group | Dec 21, 2022

[Video] Year-End Market Update - Inflation, Midterms, & Market Volatility

Check out this month's video for our 2022 recap on market conditions for 2022 and potential takeaways for the year ahead.
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Keystone Financial Group | Dec 14, 2022

Is Tax-Loss Harvesting a Good Strategy?

taxes
Tax Planning

As the end of the year approaches, taxes become a popular topic. In this quick article, we'll discuss one way to potentially lower the taxes you pay.

It's a

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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Keystone Financial Group | Dec 7, 2022

Informed Donating: 3 Factors to Consider Before Giving

Lifestyle
Charitable Giving
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A row of houses along a canal
Keystone Financial Group | Nov 30, 2022

3 Tips for Successfully Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Keystone Financial Group | Nov 23, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Keystone Financial Group | Nov 16, 2022

Holiday Food Drive 2022

Company Updates
News

As we move into the holidays, we love to focus on giving back to our local community. This year's holiday food drive benefits Gahanna Residents In Need (GRIN)

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Keystone Financial Group | Nov 9, 2022

[Video] Embracing the Power of Uncertainty

Financial Planning
Lifestyle
Videos

It's no secret that we've been living in uncertain times for the past couple of years...

Between the COVID-19 pandemic, the war in Ukraine, and supply chain

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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Keystone Financial Group | Nov 2, 2022

5 Retirement Planning FAQs

Retirement
Investments
Retirement Planning
Not sure where to start with retirement plans? Here are some common questions.
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Keystone Financial Group | Oct 26, 2022

Social Security Update: The 2023 Cost-of-Living Adjustment (COLA)

Retirement
Social Security
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Purchasing Home Always A Good Idea | Keystone Financial Group
Keystone Financial Group | Oct 19, 2022

Is Purchasing a Home Always a Good Idea?

Real Estate
Property
Millennials
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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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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