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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Six overlooked tax deductions to help manage your tax bill.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Retirees traveling abroad need to know that their health insurance travels with them.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a crash course on saving for college.
The decision whether to buy or rent a home may have long-term implications.
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?