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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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The item most homeowners forget on their home improvement project checklist is insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Retirees traveling abroad need to know that their health insurance travels with them.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Recent changes in estate tax laws could affect the strategy you have in place.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are a few things to consider when buying or leasing your next vehicle.
Are you ready for retirement? Here are five words you should consider.
There’s an alarming difference between perception and reality for current and future retirees.