Keystone Financial Group

10/18/2026

Estate planning and elder law may overlap, but they are not exactly the same thing.

Estate planning generally focuses on what happens to your assets and wishes, while elder law can involve issues like long-term care, Medicaid, and protecting assets later in life.

🎧 Catch the full episode on The Financial Huddle on YouTube, Apple Podcasts, Spotify, or your favorite podcast platform!

10/16/2026

Estate planning is not only about what happens to your money.

It is also about making sure your family knows your wishes, understands what to do, and has the right people in place when difficult decisions have to be made.

🎧 Catch the full episode on The Financial Huddle on YouTube, Apple Podcasts, Spotify, or your favorite podcast platform!

10/16/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

10/15/2026

Many people say estate planning is important — but far fewer actually have the documents in place.

A will, powers of attorney, and other basic planning documents can help make sure your wishes are clear before your family ever needs them.

🎧 Catch the full episode on The Financial Huddle on YouTube, Apple Podcasts, Spotify, or your favorite podcast platform!

10/15/2026

Many affluent families assume they can simply pay for future care expenses out of pocket. While substantial assets may provide flexibility, long-term care (LTC) planning is about much more than covering a bill. It is about protecting your lifestyle, preserving your legacy, and ensuring your broader financial strategy remains intact. Swipe to learn more.

If long-term care planning has not been reviewed recently as part of your wealth strategy, contact us to discuss how it fits into your overall financial plan.

10/14/2026

Market headlines can feel alarming in the moment, but history shows that geopolitical and oil-related disruptions have not always translated into lasting market declines.

The bigger takeaway is to avoid making long-term investment decisions based only on short-term fear.

🎧 Catch the full episode on The Financial Huddle on YouTube, Apple Podcasts, Spotify, or your favorite podcast platform!

10/14/2026

Medicare Open Enrollment for Part D drug plans in 2027 looks to mean fewer plans and higher premiums...

Medicare Open Enrollment for Part D drug plans in 2027 looks to mean fewer plans and higher premiums.

10/13/2026

Medical and care expenses can become much easier to manage when they are treated as part of the financial plan instead of as constant surprises.

Separating recurring costs from unexpected expenses, building a dedicated medical buffer, and planning ahead for equipment and support needs can help create more stability.

The goal is to make room for necessary care without losing sight of your long-term financial priorities.

Read the full blog post here: https://www.keystoneadvisors.com/blog/smart-financial-planning-managing-ongoing-medical-care-expenses

10/13/2026

Inflation may have cooled from previous highs, but that does not mean prices went back down.

Housing, groceries, insurance, and other everyday costs can still put significant pressure on household budgets — especially for younger adults just getting started.

🎧 Catch the full episode on The Financial Huddle on YouTube, Apple Podcasts, Spotify, or your favorite podcast platform!

10/12/2026

How you withdraw money in retirement can matter just as much as how much you saved.

The order you use different accounts can affect taxes, how long your assets last, and the overall efficiency of your retirement income plan.

The goal is to have a strategy for where your income comes from — not just start pulling from accounts at random.

Join us for The Changing World of Retirement Planning, a free 2-part class series at The Point at Otterbein on October 15 and October 22 from 6:30–9:30 PM.

Sign up here today! https://www.keystoneadvisors.com/events/free-class-series-changing-world-retirement-planning-10-26-1