KeyAdvisors is a multi-generation financial services firm that focuses on seniors, small business owners, professionals and their families. As a team, we analyze, recommend, and implement programs that help address each of our client's unique concerns.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When considering life insurance, it's important to understand your options.
What can be learned from the savings rate?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Simple steps may help you foil hackers and protect your privacy.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you explored all of your choices when it comes to managing your taxable income?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.