Estate planning Archives - Keel Financial Partners

A person standing at the top of the stairs on a blog about financial independence

Estate planning Retirement 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

A photo of a living room with a couch and unpacked boxes on a blog about retirement planning

Estate planning Retirement 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

A person typing on a laptop and a calculator on a blog about education planning

Education planning Estate planning

July 5, 2025

Off to College: A Big Step for Your Student—And Their Finances

Sending a child off to college is one of life’s most emotional and meaningful transitions.…

Abigail Quam

A senior couple discussing their finances and senior safety

Estate planning Retirement planning

February 8, 2025

Prioritizing Senior Safety: Navigating Financial and Physical Well-Being

As our loved ones enter their senior years, their well-being becomes a primary concern, often…

Abigail Quam

An image of a couple speaking about navigating finances

Estate planning

February 5, 2025

Navigating Finances as a Couple

When it comes to relationships, few topics are as important and potentially challenging as money.…

Abigail Quam

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

Estate planning

May 7, 2024

Safeguarding Your Digital Legacy

As our lives become increasingly interconnected with technology, it's essential to consider how your digital…

Andrea Moretsky

Estate planning

April 12, 2024

Preparing for the Inevitable Ensuring Peace of Mind

While it may be a topic that many people prefer to avoid, planning for one's…

Andrea Moretsky

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Estate planning

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