Author: Carrie Brennan

Patti Brennan has been named to two 2026 AdvisorHub "Advisors to Watch" rankings:   #25 on the Advisors to Watch: Over $1B list. #4 on the

Patti Brennan was invited to the floor of the New York Stock Exchange as a featured market expert for Asset TV’s A View From the

One of the most confusing transitions clients face as they approach retirement isn't Social Security or investments… It's Medicare. After decades of employer-sponsored health insurance,

Blog Author: Patti Brennan, CFP®, CFS®, CTS™, CEPA®, CES™, CEO, Key Financial, Inc.When most people hear "401(k) rollover," they picture one scenario: leaving a job