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Blog

Grandmother and granddaughter knitting together

Retirement as a Single Woman

Sep 14, 2021
Categories
Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should...
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Row of classic cars.

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Sep 7, 2021
Categories
Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby...
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Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Aug 31, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your...
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Patient walking with a walker.

What to Look for in a Disability Insurance Policy

Aug 24, 2021
Categories
Insurance
Disability
Unquestionably, disability insurance is more complicated than other forms of insurance. There are a lot of moving parts...
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Charts and graphs on paper.

Understanding Annuity Costs

Aug 17, 2021
Categories
Insurance
Annuity
There have been enough written and said about annuities to know that they do include certain costs that you wouldn’t...
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Old men playing chess.

The Best Place to Buy Life Insurance

Aug 10, 2021
Categories
Education
Insurance
There are literally hundreds of life insurance providers that offer thousands of life insurance products through a...
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Wing of plane in sky.

Helpful Life Insurance Advice You Can Use

Aug 3, 2021
Categories
Education
FINRA Reviewed
Insurance
Few consumer products are the object of a love/hate relationship as life insurance. The thought of buying life insurance...
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Man and pregnant wife sitting on bench.

Life Unexpected: Are You Prepared?

Jul 27, 2021
Categories
Insurance
Family
Health
Life happens, and, when it does, it sometimes has a tendency to get in the way of the things we are trying do for...
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Unwrap a Holiday Free of Financial Stress

Jul 20, 2021
Categories
Education
Family
The stockings have been hung, candles lit, lights strung, and carols sung when the financial stress begins to peek...
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Books on shelves.

The Higher Your Profile, the Bigger the Lawsuits

Jul 13, 2021
Categories
Education
Insurance
It sucks to be rich. At least that’s how one might interpret the general feelings of high net-worth individuals who...
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs

The Basics of Keeping a Balanced Investment Portfolio

Jul 6, 2021
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Woman at university graduation.

Meet the 529: Your Best New Collegiate Friend

Jun 29, 2021
Categories
Education
College
Savings
After the shock and joy immediately following the baby’s birth then all the other emotions set in as you mentally fast...
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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.

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.

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