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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement
 

Helping Clients Invest in Their Financial Dreams

Here at Key Financial Group, we get it. With something as personal as your finances, it’s important to work with an advisor you trust for the long-term. After all, building a financial plan is not a one-time event; it's very much like a path. It is an ongoing process that requires adjustments as your life or goals change. At Key Financial Group, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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