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It can be difficult…but it doesn’t have to be. Let’s work together!

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Real-world insights and understanding that can help you better define your financial objectives.

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One of the things that make us more effective as financial advisors is our independence.

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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.

Key Advisors - Media, PA

1400 North Providence Road, Suite 117 • Media, PA 19063

Phone (610) 891-9700 • jclary@keyadvisorsgroup.com

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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