Skip to main content
menu
724-838-8900
tcaldwell@keystonebg.com
  • 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
  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Chess board.

3 Ways to Tap Your Life Insurance While You’re Living

Dec 29, 2020
Most financial planners agree that life insurance is essential for protecting families against financial loss, which is...
Read More
Group exercise class in gym.

Go to the Gym for Lower Insurance Premiums

Dec 22, 2020
It stands to reason that, people who manage to get to the gym on a regular basis are generally healthier people. What...
Read More
Happy elderly couple holding yellow flowers

Should You Retire at the Same Time As Your Spouse?

Dec 15, 2020
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
Read More
Millennials on laptops in coffee shop.

5 Reasons Why Millennials Should Buy Life Insurance Right Now

Dec 8, 2020
It’s no surprise that studies show young adults are not into insurance. There are too many other financial challenges to...
Read More
default blog image

Infographic: How to Choose the Right Investment Advisor

Dec 1, 2020
*This content is developed from sources believed to be providing accurate information. The information provided is not...
Read More
Women on beach staring at child in ocean.

Life Insurance and the Single Parent

Nov 24, 2020
Pat does not currently receive any financial support from another parent and there wouldn’t be any upon her death. Her...
Read More
Business handshake.

How to Choose a Life Insurance Agent

Nov 17, 2020
Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably...
Read More
Two Seats on a Beach

Retiring as a Small Business Owner

Nov 10, 2020
There are over 30 million small businesses in the United States. Many people start their own businesses in order to...
Read More
Old men playing chess.

Annuities and Retirement Planning

Nov 3, 2020
The growing demand for more predictability and security planning for retirement income has led an increasing number of...
Read More
Child with apple.

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Oct 27, 2020
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance...
Read More
Married couple a bench staring at ocean.

Do Spouses Need the Same Amount of Life Insurance?

Oct 20, 2020
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due...
Read More
Door of a house.

Six Questions about Buying Mortgage Life Insurance

Oct 13, 2020
You’ve worked hard and after five years of disciplined savings, you’ve been approved for a 20 year $200,000 mortgage. It...
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Current page 13
  • Page 14
  • Page 15
  • Page 16
  • Page 17
  • Next page Next ›
  • Last page Last »

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.

8.5.2
© 2025 Keystone Benefits Group, Inc. All rights reserved.