Protect Your Retirement Savings with Long-Term Care Planning. The cost of long-term care can be overwhelming, but with the right planning, you can mitigate the financial burden. Contact us for a free initial strategy session today! #FinancialProtection #LongTermCarePlanning

Creating a #retirement income plan that supports your desired lifestyle is important to managing your finances once you stop working. Here are four key steps to help you structure a plan that supports your lifestyle and #financialgoals in retirement: buff.ly/3YuF5Ix

College planning can be full of myths that lead to missed opportunities. Watch Sean Casey from Keystone College Planning debunk three major misconceptions. Like, follow, and check the link in our bio for more college planning advice! #CollegePlanning #ScholarshipTips

Being chased by zombie debt? Don't get tricked. In some states, making one small payment on an expired debt can reset the statute of limitations and bring it back to life. #FinancialLiteracy #Debt #Scams broadridgeadvisor.com/kt/HtmlNL.aspx…

We work with retirees to create strategies that optimize Social Security benefits, manage healthcare costs, and help protect your investments. Let's build a plan that can help provide lifelong income and leaves a lasting legacy. #RetirementIncome #LegacyPlanning

Social Security Updates You Need to Know! Brian Minier from Keystone Financial Group is here with the latest Social Security updates including COLA, earnings test limits, and taxable earnings changes. Click the link in our bio to join our upcoming course! #FinancialPlanning

The RMD 10-year rule substantially reduces the ability of most nonspouse beneficiaries to stretch distributions from an inherited defined contribution plan or IRA after the death of the original owner. Learn what you need to know here: broadridgeadvisor.com/kt/HtmlNL.aspx…

Timing is everything when it comes to Social Security. In our blog post, we discuss strategies for smart Social Security planning & how to align your benefits with your retirement goals. Read the full post here: tinyurl.com/4deazanh #SocialSecurityPlanning #RetirementStrategy

The Medicare #AnnualEnrollment Period is nearly halfway over! This period allows for ALL #Medicare beneficiaries to make changes, unlike other enrollment periods that offer more limited eligibility. Got questions? We're here to help! Call 614-300-9498 to set up a time to chat.

Our Medicare and long-term care specialists can help you compare plans and find the best fit for your needs. Don't let unexpected healthcare costs derail your financial future—plan ahead! Contact us for a FREE strategy session! #MedicarePlanning #LongTermCare #RetirementPlanning

We take a holistic approach to financial planning. From Social Security and Medicare planning to long-term care and tax-efficient strategies, we guide you through all stages of life. #HolisticFinancialPlanning #SocialSecurity #RetirementGoals

Happy Halloween! 🎃 We’re not afraid to say — today and every day — that we are grateful for the community we’ve built. Thanks for being a part of it. 🎃 Wishing you and yours a safe and spooky Halloween! 🎃

When it comes to retirement, how and when you withdraw from your accounts can impact the longevity of your savings. We create detailed distribution plans that show you exactly where your income will come from and how to manage it effectively. #Retirement #DistributionPhase

As the year begins to wind down and fall sets in, it’s a great time to take a look at your investment portfolio. Here’s a quick guide on how to conduct a fall portfolio clean-up and get your investments in shape for the year’s final quarter. #Investing #Q4 buff.ly/4eWvTUz

At Keystone Financial Group, we believe in using conservative financial strategies to help safeguard your retirement nest egg. Our goal is to help your savings work for you throughout your life, so you can enjoy a secure future. #RetirementPlanning #FinancialSecurity

The recent interest rate cut suggests that a soft landing - bringing down inflation without causing a recession - is in sight. It also marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors: broadridgeadvisor.com/kt/HtmlNL.aspx…

Pensions & retirement benefits are vital pieces of your financial future, but do you know the details? Our latest blog covers the pros and cons of different retirement income sources. Read the full blog post here: tinyurl.com/ym9rx3bn #RetirementPlanning #Pensions

Have work left to do with your financial goals for the year? Good news – we’re here to help conjure up some results. Give us a call, and we’ll carve out some time to get you back on track! 🎃 614-300-9498

We’re here to help you plan for your future with confidence. Whether you're looking into retirement strategies, Medicare planning, or wealth management, our team is ready to guide you. Reach out today to schedule a consultation! #FinancialPlanning #RetirementReady

Caught up in #election fever? Here's a helpful website on all things related to finance & the 2024 election! See stats on the markets during election years, a real-time "election calculator" predicting the results based on recent market performance & more: buff.ly/4ezCqV6