Resilient corporate profits, enthusiasm around AI and hopes that the Fed will cut rates have given investors plenty of reasons to keep on buying. advisorstream.com/read/the-sp-50…

Huge congrats to our CEO Patti Brennan, CFP & team! Forbes named Patti one of the Top 250 Wealth Advisors in 2024! 🌟 This recognition reflects our collective dedication to clients' financial success. Let's celebrate this win together! 🎉 #ForbesTop250 #TeamSuccess

🎙 Exciting news! In today’s episode, Patti Brennan welcomes Josh Owen to discuss nonqualified deferred compensation plans, a powerful tool for CEOs to recruit, retain, and reward top executives. Listen now: [youtu.be/myd7ydL4zCQ] #PodcastRelease #ExecutiveCompensation

And lastly, adding to this list: Automate your savings! Convenience is your best friend when it comes to saving habits. Set it, & forget it! advisorstream.com/read/forbes/mo…

What is the best way to make your donations to charity? Use two tactics – “tax bunching” and a donor advised gift fund. advisorstream.com/read/forbes/mo…

Episode 148 is now Live on The Patti Brennan Show! keyfinancialinc.com/podcast/ep-148…

When considering the mechanics of football, it’s not uncommon to draw parallels between the dynamics of the game and the principles of proper financial planning. advisorstream.com/read/forbes/mo…

Fake recruiters using sophisticated techniques lure in college students and new graduates. advisorstream.com/read/new-job-s…

youtu.be/h08B4lL2q7w Ep 149. Pouring Passion: From Corporate Success to Vineyard Ventures is now LIVE on our youtube channel and Key Financial website!

Under new rules, people with tax-deferred retirement accounts must beginning taking required minimum distributions at age 73. advisorstream.com/read/the-rules…

Most schools don’t have a financial planning curriculum. The burden of teaching financial literacy is left to parents. Imparting the below money tips to children starting at a young age can drastically change the child’s relationshi advisorstream.com/read/forbes/mo…

Tune in to the latest #PattiBrennanShow episode on our #YouTube channel below! youtu.be/h08B4lL2q7w

When in doubt: automate your savings, NOT your subscriptions! advisorstream.com/read/forbes/le…

Tune in to the latest #PattiBrennanShow on our website below! keyfinancialinc.com

While 2026 may seem way too far away to start worrying, if clients wait too long, they ultimately may miss out on utilizing the highest exemption amounts in U.S. history. advisorstream.com/read/forbes/mo…

There are serious reasons for having a laugh on the job. advisorstream.com/read/the-case-…

The "Shark Tank" star says she worked almost two dozen jobs before turning 23. advisorstream.com/read/take-the-…

In honor of Memorial Day Weekend, We honor the brave men and women who have selflessly served our country, protecting our freedom and way of life. Your courage and dedication are deeply appreciated and never forgotten.

Tune in to the latest Patti Brennan Show Featuring Sam Baez! Link below, or anywhere you listen to your podcasts: keyfinancialinc.com/podcast/ep-151…

Welcoming our summer interns: Carly Miller, Billy Breslin, Brynn Zebrowski and Tommy Czarzasty. We are looking forward to a great summer!