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January 2020

Brandon Guttery, Financial Advisor, Joins Keystone Financial Group

Keystone Financial Group, announces their newest team member, Brandon Guttery, as a financial advisor and representative of Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC.  As of January 31, 2020, Brandon Guttery represents Ameritas Investment Company, LLC, through Keystone Financial Group in Trussville, and Nowlin & Associates in Homewood.

Brandon is a graduate from The University of Alabama where he successfully completed a dual major curriculum in Finance and Economics, and earning a Bachelor of Science in Business and Commerce Administration.

Brandon is the son of David R.

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The SECURE Act – And Why It Matters To You

This article briefly looks at the SECURE Act and what you should keep in mind as you plan for retirement.

Click the video for additional footage on the Secure Act and why it matters to you!

What Parts of the SECURE ACT Relate to Financial Planning?

The key provisions of the act that relate to personal financial planning are:

The maximum age for traditional IRA contributions was repealed.

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