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Blog

Older couple embracing on a boat overlooking a body of water

5 Signs You’re Headed for a “Cushy” Retirement

Apr 18, 2024
Categories
Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality...
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Watercolor style picture of 5 carrots sprouting from the ground.

4 Financial Mistakes to Avoid this Spring

Apr 2, 2024
Categories
Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to...
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An older man relaxing and laying down in an inner tube on relaxing water.

Retirement nearing? Do these 5 things first.

Mar 19, 2024
Categories
Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision...
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A brain surrounded by circles representing brain waves

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Feb 9, 2024
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
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Image of an American flag, with a person looking out of them similar to window blinds.

Investors & the Markets: What to Watch Out for in an Election Year

Feb 2, 2024
Categories
Investments
Finance
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.

Investors & the Markets: What to Watch Out for in an Election Year

Jan 16, 2024
Categories
Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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Person holding jar of coins with a 'savings' label

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Jan 10, 2024
Categories
Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in...
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Man reading newspaper next to laptop and phone

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Nov 15, 2023
Categories
Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next...
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Couple walking in a field with the ocean in the background

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Oct 24, 2023
Categories
Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay...
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Set of keys beside miniature house

Negotiating a Great Mortgage in a High Rate Environment

Oct 11, 2023
Categories
Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
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Business page of a newspaper

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Sep 28, 2023
Categories
Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic...
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Grandmother with child

IRS Changes Inheritance Rules: Protecting Your Legacy

Sep 8, 2023
Categories
Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes...
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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.

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  • 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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