Abigail Quam, Author at Keel Financial Partners

A couple discussing their year end financial check in

Estate planning

October 23, 2025

The Year-End Financial Check-In

Why a Year-End Review Matters The final months of the year often arrive faster than…

Abigail Quam

Estate planning

October 13, 2025

Protecting More Than Wealth: How Estate Planning Can Help Preserve Your Family’s Future

Estate Planning Is About People, Not Paperwork When most people hear the term estate planning,…

Abigail Quam

Estate planning

October 3, 2025

Why October Is the Perfect Time to Review Your Estate Plan

A Season for Financial Reflection As autumn arrives, many people naturally take stock — of…

Abigail Quam

A family discussing a college savings check-in

Education planning

September 25, 2025

College Savings Check-In: Making Sure You’re on Track

If you have children or grandchildren, saving for college is probably on your mind. But…

Abigail Quam

Blocks being placed on top of each other on a blog about year-end charitable giving

Business planning Tax planning

September 18, 2025

Preparing for Year-End Giving: Smart Strategies for Meaningful Impact

As the year winds down, many families take time to reflect on what matters most.…

Abigail Quam

Someone doing taxes on a blog about open enrollment

Tax planning

September 10, 2025

Open Enrollment is Around the Corner: What You Should Know

Open enrollment may not be the most exciting part of fall, but it’s one of…

Abigail Quam

A journal open on a blog about fall financial planning

Financial planning Tax planning

September 3, 2025

Financial Planning for a Busy Fall: Tips to Stay on Track

Fall has a way of filling up fast. One minute you’re wrapping up summer, and…

Abigail Quam

A couple shopping on vacation on a blog about reset your budget after summer

Financial planning

August 28, 2025

The Hidden Costs of Summer

Travel, camps, and lifestyle creep—how to reset before fall Let’s be honest—summer can be expensive.…

Abigail Quam

A group of people talking on a blog about mid-year financial check in

Featured Blog Financial planning

August 20, 2025

Mid-Year Financial Check-In

Review your progress before Q4 sneaks up Summer has a way of flying by, and…

Abigail Quam

Financial planning

August 12, 2025

Roth IRA vs. 401(k): Which is Right for You Right Now?

Updated strategies with 2025 contribution limits One of the biggest questions we hear is: Should…

Abigail Quam

Abigail Quam

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