What Does Keystone Really Mean?
May 17, 2018
Every once in a while, someone asks me, “Where did you come up with the name, Keystone Financial?” I love this question, because I am
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How Much Do I Need to Retire?
March 26, 2018
Most people plan to leave the workforce at some point in their life. While some have a desire to maintain a sense of purpose by
WISDOM FROM THE PAPERBOY
March 15, 2018
Although I had several jobs as a kid, one of my earliest jobs was a paperboy for the Cedar Falls-Waterloo Courier in my Iowa hometown.
What Does Your Retirement Look Like?
February 26, 2018
When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with
New Year, New Opportunities
February 6, 2018
There is a lot going on in the financial world, and as a financial planner, I get excited because we love change! The nice thing
Seven Sins of Divorce
January 29, 2018
Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people
Tax Cuts and Jobs Act
December 18, 2017
Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate
Medicare 101: What You Need to Know
September 25, 2017
An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood
Fallout from Equifax Breach
September 18, 2017
143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies. When taking into consideration those
Safeguarding Personal Information
September 11, 2017
Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting