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Blog

Doctor visit.
Dave Becker | Jul 12, 2021

Health Insurance 101

Insurance
Lifestyle

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a

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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Dave Becker | Jul 5, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Skyline
Dave Becker | Jun 28, 2021

Renter's Insurance

Insurance
Real Estate
Property

There were 43 million renters in the U.S. in 2017, the highest number of renters in the last 50 years.  Yet according to the Insurance Information Institute

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Mother and daughter cooking and laughing
Dave Becker | Jun 21, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Tutor style house.
Dave Becker | Jun 14, 2021

Real Estate Investing for the Beginner

Real Estate
Property
Investments

Television today is bombarded with a variety of real estate programs. House hunting, home renovation, home flipping, these programs have stimulated the interest

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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Dave Becker | Jun 7, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Dave Becker | May 31, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Door of brick house.
Dave Becker | May 24, 2021

Investing in Single Family Homes

Real Estate
Property
Investments

When looking for an investment, many people are turning to real estate. There are a variety of ways to invest in real estate, though one of the most popular

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Businesswoman looking at her phone
Dave Becker | May 17, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Woman writing in a paper planner with a pen
Dave Becker | May 10, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Houses in a neighbourhood.
Dave Becker | May 3, 2021

Best Tax Friendly Places to Live for Retirees

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes

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Man sitting at a long table in front of a window. He is looking at his phone.
Dave Becker | Apr 26, 2021

Passive Income Investments: How to Make Your Money Work for You

Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Information on this website does not involve rendering personalized investment advice but is limited to disseminating general information on products and services.  A professional advisor should be consulted before implementing any of the options presented. No information that constitutes an offer to buy or sell or any form of investment advice may be placed on this website.  

Financial Advisors do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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Life insurance products may contain fees, such as mortality and expense charges (which may increase over time), and restrictions, such as surrender periods.

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The information on this website is intended for U.S. residents only. Keystone Wealth Management is registered as an investment advisor with the State of Iowa.

Keystone Wealth Management is a Registered Investment Advisor.  Registration with any state securities authority does not imply a certain level of skill or training. 

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