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

Teddy bear.

Why Bear Markets Don’t Matter

May 24, 2022
Categories
Finance
Investments
If you’ve been listening to the financial media of late you have no doubt heard some of the so-called experts...
Read More
Dad holding children in field.

How to Purchase the Right Amount of Life Insurance

May 17, 2022
Categories
FINRA Reviewed
Insurance
Anyone with a family to protect understands the critical role life insurance plays in their financial plan However, in...
Read More
Row of classic cars.

Your Auto Insurance Doesn’t Cover Your Biggest Risk

May 10, 2022
Categories
Insurance
Most people are quick to purchase the maximum collision and comprehensive coverage available to protect their new car...
Read More
Credit cards in wallet in back pocket.

Personal Loans and Credit Card Payoffs - What You Need To Know

May 3, 2022
Categories
Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to...
Read More
Close up of a retired couple holding hands.

Debt After Death – Do You Have it Covered?

Apr 26, 2022
Categories
Insurance
Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens...
Read More
Apps on tablet.

Investing Made Mobile: 5 Apps for the Smart Investor

Apr 19, 2022
Categories
Finance
Investments
The stock market is a fast-flying, quick U-turn, up and down game to play. It’s both exhilarating and exhausting. And...
Read More
Elderly woman doing yoga in a park

The New Normal Retirement

Apr 12, 2022
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Woman at university graduation.

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

Apr 5, 2022
Categories
Education
FINRA Reviewed
College
Savings
Family
You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big...
Read More
Wing of plane in sky.

Immediate and Deferred Annuities: Making Both Work for a Secure Retirement

Mar 29, 2022
Categories
Insurance
Retirement
Annuities has a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an...
Read More
Two people having a picnic by a lake

How do I Start Planning for Retirement?

Mar 22, 2022
Categories
Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More

Thinking of Filing for a Tax Extension? Here's What You Should Know

Mar 15, 2022
Categories
Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

Mar 8, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Current page 7
  • Page 8
  • Page 9
  • Page 10
  • Page 11
  • 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.