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Blog

5 Damaging Myths About Money Talks & the Facts Behind Them

Nov 2, 2024
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Oct 19, 2024
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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How to Reprogram & Improve Your Money Mindset

Oct 2, 2024
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s...
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7 Milestones At Age 50 & Above

Sep 19, 2024
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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4 Pervasive Myths About Inflation

Sep 4, 2024
Categories
Investments
Finance
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like...
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How to Beat Investing FOMO: The Power of Patient Wealth Building

Aug 20, 2024
Categories
Investments
Finance
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame...
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3 Investment Factors that Don’t Drive Long-term Returns

Aug 2, 2024
Categories
Investments
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many...
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A Guide to Pensions & Retirement Benefits

Jul 18, 2024
Categories
Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Jun 19, 2024
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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Longevity in Retirement & What You Should Know

Jun 3, 2024
Categories
Investments
Retirement
Finance
Savings
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions...
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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

May 20, 2024
Categories
Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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Top 4 Social Media Money Scams & How to Spot Them

May 1, 2024
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Website navigation

  • Home
  • About
    • Our Team
    • Company Profile
  • Services
    • Retirement Plan Consulting, Design & Administration
    • Health & Welfare Plan Consulting, Design and Administration Services
    • Wealth Management & Retirement Planning
    • Individual Insurance Services
    • Medicare Insurance Consulting Services
    • ACA Compliance
  • Resources
    • Financial Calculators
    • Useful Links
  • Blog
  • Contact Us

Contact Us

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.

Keystone Benefits Group, Inc is a member firm of BenefitsPartners. Kestra IS and Kestra AS are not affiliated with Keystone Benefits Group, Inc or BenefitsPartners.

Investor Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

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