Keystone Financial Group

P: (920) 969-0717 F: (920) 969-0719 info@kfgwi.com
Let's Get Started

End of the Year Money Moves

by Leave a Comment

Here are some things you might want to do before saying goodbye to 2018. 

Provided by Lynn K. Berry

What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2019 begins.

Even if your 2018 has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can plan to save some taxes and/or build a little more wealth.

Continue Reading…

Charitable Gifting

by Leave a Comment

Have You Considered Charitable Gifting?
Could it make the world a better place? Could it make sense, financially?

 

Provided by Lynn K. Berry

 

A gift to charity may also help to improve your tax or financial situation. Here’s a brief look at some popular options for charitable gifting, with potentially significant tax advantages.

 

Charitable Remainder Trusts (CRTs). Taxpayers with highly appreciated assets, such as stock portfolios or real estate holdings, are often hesitant to sell those assets and reinvest the proceeds because of the capital gains taxes linked to the sale.

Continue Reading…

BrokerCheck

Contact Us

P: (920) 969-0717

F: (920) 969-0719

info@kfgwi.com


145 N Commercial St,
Neenah, WI 54956

Disclosure

Copyright © Keystone Financial Group, Inc. All rights reserved.

Securities and Advisory Services Offered Through Harbour Investments, Inc. Member FINRA /SIPC

KeyStone Financial Group, Inc’s Representatives hold securities licenses in the following states: AK, AZ, CA, DC, FL, GA, IL, MI, MN, NC, NJ, NM, NY, TN, TX, VA, WA, WI

Cyber Security

Follow The Steps Below

  1. Click "Proceed" to get started.
  2. When prompted, you will need to input the Advisor Program Key: 6SCB
  3. Answer a few questions to determine your risk profile.
  4. Review your recommended portfolio.
  5. Complete the account opening process, including Advisory Agreement and Funding.

Enter this Program Key on the next page: 6SCB

Close
Proceed

Notice: You are now leaving the website of Keystone Financial Group ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Advisor’s website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.