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
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.