Setting Strong Financial Resolutions for the New Year Financial planning January 15, 2025 Setting Strong Financial Resolutions for the New Year As the new year unfolds, many of us are inspired to set fresh goals and… Abigail Quam
Maximizing the Impact of Year-End Charitable Giving and Philanthropy Financial planning December 3, 2024 Maximizing the Impact of Year-End Charitable Giving and Philanthropy As the year draws to a close, it's not only a time for reflection and… Abigail Quam
Making the Most of HSAs and FSAs for Financial Health Financial planning December 3, 2024 Making the Most of HSAs and FSAs for Financial Health As the year draws to a close, it's a good time to review and optimize… Abigail Quam
Budgeting and Savings Strategies for a Stress-Free Holiday Season Financial planning December 3, 2024 Budgeting and Savings Strategies for a Stress-Free Holiday Season The holiday season is a joyful time filled with festivities, family gatherings, and gift-giving. However,… Abigail Quam
Year-End Open Enrollment Tips for Maximizing Employee Benefits with Financial and Tax Planning Business planning December 2, 2024 Year-End Open Enrollment Tips for Maximizing Employee Benefits with Financial and Tax Planning As the year comes to a close, we believe it's crucial for employees to take… Abigail Quam
The Importance of Estate Planning Strategies in Wealth Management Estate planning October 20, 2024 The Importance of Estate Planning Strategies in Wealth Management As individuals, families, and businesses engage in wealth management, one aspect that should not be… Abigail Quam
Navigating Long-Term Care Planning Financial planning October 15, 2024 Navigating Long-Term Care Planning As we celebrate Long-Term Care Planning Month, we at Keel Financial Partners are reminded of… Abigail Quam
Tax Planning Strategies for Year-End: A Comprehensive Guide Tax planning October 10, 2024 Tax Planning Strategies for Year-End: A Comprehensive Guide As we approach the final months of the year, we believe it's essential to focus… Abigail Quam
October Financial Checklist: Setting Yourself Up for Success Financial planning October 5, 2024 October Financial Checklist: Setting Yourself Up for Success As the seasons change and we enter the final quarter of the year, October is… Abigail Quam