Skip to main content
menu

  (319) 883-3096  |    dave@keystonewealth.com

  • Home
  • About
    • Services
    • Qualifications
    • The Client-Advisor Relationship
    • Professional Partnerships
    • Background & Family
    • Statement of Faith
  • Resources
    • Online Account Access
    • Blog
  • Contact

Blog

Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Dave Becker | Jan 10, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
stock
Dave Becker | Jan 2, 2023

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

Read More
Stock Image
Dave Becker | Dec 26, 2022

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Dave Becker | Dec 19, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
default blog image
Dave Becker | Dec 12, 2022

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

Read More
Hand holding a bill with a red "Past Due" stamp on it
Dave Becker | Dec 5, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
fair lights in hands
Dave Becker | Nov 28, 2022

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

Read More
coins in a cup with growing plant
Dave Becker | Nov 21, 2022

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
Read More
financial professionals
Dave Becker | Nov 14, 2022

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
A row of houses along a canal
Dave Becker | Nov 7, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Dave Becker | Oct 31, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
Dave Becker | Oct 24, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Current page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Next page Next ›
  • Last page Last »

This website is a publication of Keystone Wealth Management.  The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be rendered as a complete analysis of the subjects discussed.  All expressions of opinion reflect the authors' judgment as of the publication date and are subject to change.  

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.

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for the information, services, or products found on websites linked hereto.  

We may recommend purchasing specific investment or insurance products separately from the financial plan and our role as financial planners. These product recommendations are not part of the financial plan, and you are not obligated to follow them.

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

Additional information about Keystone Wealth Management is available on the SEC's website at www.advisorinfo.sec.gov.  

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. 

Form ADV Part 1

Form ADV Parts 2A & 2B

© 2025 Keystone Wealth Management All rights reserved.