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Blog

Retirement Calculator: Are You On Track to Reach Your Goals?

May 11, 2021
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning...
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Charitable donations can mean big tax deduction—unless you donated to a fraud

May 4, 2021
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care...
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Affording an A+ Education

Apr 27, 2021
Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
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Passive Income Investments: How to Make Your Money Work for You

Apr 20, 2021
Looking to potentially increase your income without working extra hours? A passive income investment may bring you...
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Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Apr 13, 2021
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your...
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The Biggest Reasons to Own Life Insurance

Apr 6, 2021
Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan. For...
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Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Mar 30, 2021
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be...
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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Mar 23, 2021
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to...
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Selling Your Home After Retirement: The Benefits of Downsizing

Mar 16, 2021
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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The Risk of Reverse Dollar-Cost Averaging for Retirees

Mar 9, 2021
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Common Investor Biases and How They Can Impact Your Finances

Mar 2, 2021
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Should You Retire at the Same Time As Your Spouse?

Feb 23, 2021
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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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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