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Real-world insights and understanding that can help you better define your financial objectives.Solutions
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Envision Your Life, Plan To Live It
Welcome, we’re KeyAdvisors, a multi-generation financial services firm located in the greater Philadelphia area. Our firm provides sound insurance and financial planning, along with investment management strategies, that align with your unique needs, goals and vision.
Life can be complex, but your finances don't have to be. We work side by side with you to develop financial solutions that fit your lifestyle. Whether you are looking for estate planning strategies, insurance products and services or retirement planning strategies for you or your business, we are there every step of the way.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The uncertainties we face in retirement can erode our sense of confidence.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.
There are a few things to consider when buying or leasing your next vehicle.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here are five facts about Social Security that might surprise you.