Announcements

NEW ARTICLE RELEASED: 2020 TAX PLANNING, Nov 2019

The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. In this guide, we’ll explore ways you could be affected by the 2019 changes to the tax law. What’s on the horizon? 2020 will be a year of evaluation as the United States holds its presidential election. Will tax issues play a key role in the national conversation? It’s very possible. See the complete article here.

See the complete article here.


MEET OUR NEW STAFF, MITCHELL PITTMAN AND MEGAN MALLORY, Sept 2019

Megan joined Keystone Financial Partners in May 2019 as a Client Service Intern. She is a current senior at NC State University majoring in Business Administration with a concentration in Finance. Read Megan's complete bio here.

Mitchell joined our team in September 2019. As our Client Service Associate, Mitchell assists our clients with any questions regarding their accounts, helps prepare investment review materials, as well as prepares and processes paperwork for our client money moves or changes to their accounts. Read Mitchell's complete bio here. 

Please join us in welcoming these two new associates to our team. 


NEW ARTICLE RELEASED: ESTATE STRATEGIES, May 2019

Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Yet, approximately 50% of 50 year olds don’t have a will in place - despite the fact that almost 60% of Americans plan to leave an inheritance.

Taking time to create estate strategies not only helps you put your financial house in order, but can also save you money. By documenting your wishes and goals, you create a legal framework that the courts, your executor, and your loved ones can follow when settling your estate.

See the complete article here.

 


JIM TRULL FEATURED IN USA TODAY FOR WOMEN'S CHOICE AWARD®, July 2018
Spotlighting his commitment to all his clients, but especially female investors, Jim earned and has held the prestigious Women's Choice Award for Financial Advisors and Firms for the last five years. In the July 24, 2018 issue, he was featured in USA Today to nationally recognize this award. Jim is one of only two advisors in all of North Carolina to receive this award.

The Women's Choice Award for financial advisors is the premier recognition award earned by advisors who are providing the highest level of quality service to their clients. Women's Choice Award advisors have been evaluated through a rigorous evaluation process including 17 point criteria. To augment the process, advisors are also required to have participated in a survey of their clients to obtain feedback regarding service and practices. This award is based on an exceptional customer service experience, knowledge, overall satisfaction and other criteria.

See the complete USA Today feature here. 

The Women's Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women's Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women's Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.  Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women's Choice Award, 145 were named Women's Choice Award Financial Advisors/Firms.  The criteria provided reflects the most recent year for which Financial Advisors/Firms received the award. The criteria used, the number of Financial Advisors/Firms considered for the award, and the number of those who receive the ward may vary from year to year. For more information, please visit www.womenschoiceaward.com.


JIM TRULL RECEIVES WOMEN'S CHOICE AWARD AGAIN FOR 2018, December 2017

Jim Trull is proud to announce that again for 2018, he received the Women’s Choice Award®* for Financial Advisors, the premier recognition award for advisors who provide quality service to their female clients. Jim went through an extensive evaluation process to qualify for this award, including a comprehensive survey to his clients. Achieving this award demonstrates Jim’s commitment to his extraordinary service in addressing the financial needs of women and their families. To learn more about this award and WomenCertified®, Inc., see our full release here.

See the complete press release here. 

The Women's Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women's Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women's Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.  Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women's Choice Award, 145 were named Women's Choice Award Financial Advisors/Firms.  The criteria provided reflects the most recent year for which Financial Advisors/Firms received the award. The criteria used, the number of Financial Advisors/Firms considered for the award, and the number of those who receive the ward may vary from year to year. For more information, please visit www.womenschoiceaward.com.
 


NEW ARTICLE: Charitable Giving: An Investment in Yourself and others, November 2017

You may be bracing for that early December feeling – a crisp chill in the air, the jingling of bells and a mailbox overfilled with donation requests from charitable organizations. As an American, you will probably be in a giving mood as America is one of the most charitable nations, giving away over $373 billion in 2016. Many savvy investors understand that charitable contribution is also an investment. Learn the why, how and when about charitable giving with this article linked below.

See the complete article here. 


NEW ARTICLE: Is It a Good Idea to Pay Off a Low-Interest Mortgage?, September 2017

Home loans often make up significant amounts of household debt, and reducing as much debt as possible before entering retirement can seem like a promising idea. But as with many other financial questions, there is no exact answer; it all depends on your situation. See the complete article with the link below.

See the complete article here. 


NEW ARTICLE: 5 Critical Financial Issues to Consider in Remarriages, August 2017

Remarrying later in life can be wonderful, but can also create several complex financial, legal and emotional matters that couples may want to address before they get married or soon after the wedding. If you or someone you love is about to or has recently become part of a blended family, we have five important issues to consider. See the complete article with the link below.

See the complete article here. 


UPDATED ARTICLE: WOMEN & INVESTING, July 2017

Preparing for the future is one of the most important aspects of financial strategizing, and a lack of involvement often leaves women, in particular, potentially exposed to financial hardships later in life. Don’t expect a spouse, partner, or other family member to help ensure financial security. Women investors face several challenges to helping build wealth and helping secure their financial futures, and should take an active role in their financial future, long-term goals, and financial health. As they face these responsibilities, women investors face special challenges that make financial literacy and advanced strategizing especially important.

See the complete article here. 

 


INTRODUCING WEALTH WISE, A YOUNG PROFESSIONAL PLANNING PLATFORM, March 2017

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Many of you already know Chris Walsh. He joined our firm in March 2010 and has over 10 years’ experience working in the financial industry. Chris became a CFP® in November 2012 and has been gradually transitioning to be an Associate Wealth Manager.

Having recently completed a yearlong mentoring program with Jim, Chris can now work with clients directly. He has created a special program within Keystone Financial Partners called Wealth Wise. Wealth Wise is designed to provide young professionals access to financial planning with flexible options. To learn more about this new program please visit www.wealthwiseplanning.com.

If you know of someone that does not meet Jim’s investment minimums but would still benefit from a financial planning relationship, perhaps your adult children or family friends, please let us know! Chris would be happy to contact them to discuss their situation and review the flexible options we have available to help them get started with their financial plan.

 


NEW VIDEOS ADDED TO WEB SITE, August 2016

We have just added a series of short educational videos to our web site. These videos cover important investing topics, often from an emotional perspective of investors, how our brains work and how we can take control of our actions. Have you ever wondered why diversification is so important? Could news headlines be derailing your sound investment strategy? Learn how the brain works during different market cycles and how that can impact our decisions and reasoning.  A new video will be added each month covering a different topic. 

See these videos now.


UPDATED ARTICLE: 6 CRITICAL SOCIAL SECURITY FACTS EVERY RETIREE SHOULD KNOW, June 2016

Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations. The Social Security landscape changed dramatically in 2015 when Congress abolished several advanced claiming strategies that helped retirees increase lifetime income. The new rules make it more important than ever to make informed decisions when incorporating Social Security into your overall financial strategies.

We developed this special report to help investors learn more about Social Security benefits and how to maximize their lifetime income from Social Security.

See the complete article here.


JIM TRULL EARNS CERTIFIED FINANCIAL TRANSITIONIST® DESIGNATION AFTER COMPLETING A 24-MONTH PROGRAM, May 2016

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You'll see a new set of letters behind Jim's name, CeFT®. In April 2016, Jim became a Certified Financial Transitionist® by completing a 24-month program designed to help him guide his clients through the financial and personal sides of major life transitions. He is part of a small, global network of advisors who are using processes developed by the Sudden Money® Institute (SMI). Jim attended monthly classes where he learned different aspects of Financial Transition Planning- tools for decision-making and protocols for comprehensive listening to help better serve his clients. Please join us in congratulating Jim on this latest accomplishment!

See the complete press release here.


 

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