Keystone Financial Management

Happy Boss’s Day to Amber & Eric! 👏

Two siblings. Two very different personalities. One family business. And somehow… it works. 😉

Amber has been part of KFM for 25 years, and Eric for 15. Over the years, they’ve each found their own way of making an impact — and that’s part of what makes this team so special.

Amber has pretty much done it all over the years at KFM. She’s worn a lot of hats, worked alongside many of the advisors she supports, and spent plenty of time buried in emails, compliance, and reviews. 😉 Now, she puts all that experience to work keeping the moving pieces moving and the big picture in sight.

Eric works with clients, supports his team, and is always testing out the latest tools and ideas to see what actually works. If he finds something useful, chances are he’ll put it to the test, figure it out, and then share it with the advisors around him. Always thinking about what can work better — now and down the road.

They may approach things differently, but they have one pretty important thing in common: they care deeply about KFM, the people we serve, and the people they work alongside.

And after working together as siblings for all these years, we think they’ve earned a little recognition. 😉

Happy Boss’s Day, Amber & Eric! 💙
Thanks for leading KFM, keeping us on our toes, and making this place what it is.

From the latest edition of Keystones Quarterly Newsletter -
Time Well Invested

ARE YOU ON MEDICARE?
🩺Medicare Open Enrollment: Oct 15th- Dec 7th

Even if you’ve been happy with your plan, it’s worth taking a look each year.

Has your health changed?
Are your prescriptions different?
Have your doctors changed?
Are your costs changing?

Your plan may have changed, too.

Take a little time to review your coverage for the year ahead — before December 7.

Time Well Invested.

Another important topic from the latest edition of Keystone’s quarterly newsletter — Time Well Invested

Are you choosing benefits through your employer? Take another look.
(Check with your employer for your specific enrollment dates)

💼 OPEN ENROLLMENT AT WORK

This is a good opportunity to make sure your health insurance, life insurance, disability coverage, HSA/FSA, and other benefits still fit the life you’re living today.

A few minutes reviewing your options now could make a difference throughout the year.

Time Well Invested.

We’re so thankful to have Keystone Financial Management as a Children’s Activity Sponsor for Nazareth Fall Festival! 🎉

Come enjoy an afternoon of fall fun in Nazareth on Saturday, October 17! Find us on S. Main Street between Belvidere & Walnut Street from 2:00 PM–5:00 PM for live music, food trucks, local vendors, family-friendly activities, and more! 🎃

Check out full event details here: https://web.lehighvalleychamber.org/events/NazarethFall%20Festival%202026-841396/details

It’s Customer Service Week!

And around here, we think great service is about a lot more than answering a phone call or checking a box.

It’s remembering the details.
It’s noticing the little things.
It’s being there when you need us.
And it’s making sure you always feel like more than just a name on a file.

A big thank-you to the people behind the scenes who help make the KFM experience what it is — and to our clients, who give us the opportunity to serve you every day.

Because at KFM, your time matters.
That’s Time Well Invested.

Trust isn’t something you can build overnight. It’s earned, conversation by conversation. 💙

“We’ve partnered with the KFM team for years, and they have consistently exceeded our expectations. The entire team is attentive, knowledgeable, and genuinely invested in their clients. They’ve earned our absolute trust when it comes to some of our family’s most important financial decisions.”

It’s knowing our clients feel heard.
It’s being there for the big decisions—and the little ones.
It’s building a relationship that goes beyond the numbers.

Time Well Invested. 💙

🍂 Fall has officially arrived at KFM — and apparently, we all have opinions.

OUR Fall This or That Answers below, we’re settling these around the office today…

What’s your This OR That?!

Drop yours in the comments — we want to know!

Time Well Invested. 🍁

October has entered the chat. 🍂

Cooler mornings. Cozy sweaters. Football weekends. Pumpkin everything.

And just like that… Q4 is here.

While we're soaking up everything we love about fall, October is also a good time to look ahead — before the holidays, year-end, and “wait…where did the year go?” sneak up on us.

The goal isn't to add more to your to-do list.

It's to get ahead now, so you can spend more of the end of the year enjoying it.