Key Financial Group

https://www.forbes.com/sites/jonathanshenkman/2026/07/15/roth-vs-traditional-the-retirement-tax-decision-that-could-save-you-hundreds-of-thousands-of-dollars/

Roth Vs. Traditional: The Retirement Tax Decision That Could Save You Hundreds Of Thousands Of Dollars Roth vs. Traditional is a tax‑timing decision: pay tax now or later. Roth suits low‑bracket earners; Traditional helps high‑bracket savers; late‑career planning favors strategic conversions. Blending both accounts over time minimizes lifetime—and multigenerational—taxes.

https://www.forbes.com/sites/tomhager/2026/07/16/when-should-you-file-for-social-security-its-more-than-just-your-age/

When Should You File For Social Security? It’s More Than Just Your Age Choosing when to file for Social Security isn't about hitting age 62, 67, or 70—it's personal. Here's how to find the best filing age for you and your spouse.

https://www.wealthmanagement.com/estate-planning/navigating-important-conversations-with-clarity-and-curiosity

How RisingGen Members Can Start Wealth Conversations The POP framework helps younger family members discuss money matters with clarity, curiosity and presence in mind

https://www.youtube.com/watch?v=5x6b22wt54E

Gauging When to Add Risk, or Proceed with Caution | LPL Street View LPL Research’s Marc Zabicki explains how equity positioning Z-score...

In observance of Juneteenth on Friday, June 19th, Key Financial Group will be closed. We will resume normal business hours on Monday. Thank you, and we wish everyone a safe and meaningful holiday weekend ahead.