College Savings Check-In: Making Sure You’re on Track 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
Preparing for Year-End Giving: Smart Strategies for Meaningful Impact Business planningTax 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
Open Enrollment is Around the Corner: What You Should Know 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
Financial Planning for a Busy Fall: Tips to Stay on Track Financial planningTax 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
The Hidden Costs of 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
Mid-Year Financial Check-In 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
Roth IRA vs. 401(k): Which is Right for You Right Now? 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
Back-to-School Budgeting for Families Financial planning August 2, 2025 Back-to-School Budgeting for Families Smart ways to manage rising costs while staying on track with bigger financial goals The… Abigail Quam
3 Steps to Pursue Financial Independence Estate planningRetirement planning July 24, 2025 3 Steps to Pursue Financial Independence At Keel Financial, we believe that financial independence isn’t just about having enough money—it’s about… Abigail Quam
Moving at 50: A Life Change Worth Planning For Estate planningRetirement planning July 15, 2025 Moving at 50: A Life Change Worth Planning For For many of our clients, turning 50 represents more than just a birthday—it’s a moment… Abigail Quam