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Blog

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Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Feb 16, 2021
Resources: https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/ http://money.howstuffworks...
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Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

Feb 9, 2021
At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical...
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Is Your Classic/Collector Car Underinsured?

Feb 2, 2021
In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands...
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Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

Jan 26, 2021
No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long...
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Infographic: Helpful Life Insurance Advice You Can Use

Jan 19, 2021
*This content is developed from sources believed to be providing accurate information. The information provided is not...
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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Jan 5, 2021
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse...
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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...
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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...
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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...
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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...
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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...
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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...
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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

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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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