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Your Lifestyle

Don't Let Setbacks in Life, Set Back Your Financial Future

While the road ahead may seem daunting, financial challenges can be met by understanding both your short-term needs and the long-term factors.
September 2017
Your Lifestyle

Local Volunteer Opportunities: A Smart Guide for Retirees

You're retired. Your time is finally yours. You might be considering adding some volunteer efforts to your day now that you have the time to give back.

September 2018
Your Lifestyle

Buying a Vacation Home: Is It Time to Make a Move?

Regardless of whether your dream vacation home is a quiet cottage by the lake, a beach villa or a condo at the golf course, buying a vacation home can be a difficult decision.
September 2018

Your Lifestyle

Wondering how family influences finances? Thinking about retirement? Pondering a career change? Learn more about how your lifestyle may affect your wealth management strategy from the experts at Key Private Bank.

Your Lifestyle

Buying a Vacation Home: Is It Time to Make a Move?

Regardless of whether your dream vacation home is a quiet cottage by the lake, a beach villa or a condo at the golf course, buying a vacation home can be a difficult decision.
September 2018
Your Lifestyle

Local Volunteer Opportunities: A Smart Guide for Retirees

You're retired. Your time is finally yours. You might be considering adding some volunteer efforts to your day now that you have the time to give back.

September 2018
Your Lifestyle

Your Story: A Lasting and Meaningful Legacy

In a previous article, I described legacy planning, the missing piece to traditional wealth transfer planning.

August 2018
Your Lifestyle

Making Florida Your Domicile

Sunshine, beaches, attractive housing options—it is no wonder that Florida is one of the most popular places to live in the U.S.

July 2018
Your Lifestyle

Building the Right Advisory Team to Preserve Wealth for Generations

Advisory teams can positively impact family financial planning across generations. But what makes a good advisory team that can address intergenerational wealth planning?

May 2018
Your Lifestyle

Craft a Portfolio Aligned with Your Financial Goals

Constructing an investment portfolio that is thoroughly closely integrated with your financial goals is essential.

May 2018
Your Lifestyle

Buying Supplemental Health Insurance: Medigap

Medicare won’t cover all of your healthcare costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap.

April 2018
Your Lifestyle

Health Insurance in Retirement

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before.

April 2018
Your Lifestyle

Social Security Claiming Strategies for Married Couples

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement.

April 2018
Your Lifestyle

Investment Planning throughout Retirement

Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated.

April 2018
Your Lifestyle

Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend.

April 2018
Your Lifestyle

No “I” in Team: 5 Practical Steps to Evaluating a Wealth Advisory Team

In today’s complex investment and tax environment, working with a team of advisors is crucial to ensuring a comprehensive wealth management approach.

March 2018