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Blog

Woman at university graduation.
Keystone Financial Group | Feb 17, 2021

Finance 101: A Lesson in Helping your Student Pay for College

Education
College
Savings
College Planning
You may think back fondly on your halcyon collegiate days, but unfortunately, it’s getting increasingly difficult to afford college. It's important to learn all
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Keystone Financial Group | Feb 10, 2021

Updates to Medicare in 2021: Here’s What You Need to Know

Health
Retirement Planning

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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Keystone Financial Group | Feb 3, 2021

Understanding the Basics of Paycheck Protection Program (PPP) Loans: Round Two

Finance
COVID-19
Business Owners

The year 2020 was unprecedented for so many reasons—mostly because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while

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Keystone Financial Group | Jan 27, 2021

[Quiz] Are You An Emotional Spender?

Financial Literacy
Are you an emotional spender? Take the quiz to find out...
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Keystone Financial Group | Jan 20, 2021

3 Things to Know About Test-Optional Schools

College Planning

With the COVID-19 pandemic throwing a wrench in many families' college plans, numerous colleges and universities have made changes to their admissions processes

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Happy elderly couple holding yellow flowers
Keystone Financial Group | Jan 13, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement
Retirement Planning

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Keystone Financial Group | Jan 6, 2021

[Infographic] 5 Financial Resolutions for the New Year

Financial Planning
Financial Literacy

Are you ready for the New Year? It's time to make sure your finances are on track for the year ahead! If you haven't already, this is a great time to meet with

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Keystone Financial Group | Dec 30, 2020

Do Your Donor Due Diligence

Charitable Giving

If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out

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Keystone Financial Group | Dec 23, 2020

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Philanthropy
Charitable Giving
taxes

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United

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Keystone Financial Group | Dec 16, 2020

What Does a Biden Victory Mean for Your Financial Plan?

With the long-awaited election results finally confirmed, many investors are asking themselves what to expect from the markets with a Biden-Harris

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Keystone Financial Group | Dec 8, 2020

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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Keystone Financial Group | Dec 3, 2020

[Podcast] Tax-Free Income for Life

Tax Planning
taxes

Do you know how long you'll live? Obviously, most of us have no idea, but we often "plan" for retirement as if we won't live much past retirement age. In fact

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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).

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