Financial planning Archives - Keel Financial Partners

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

Kids running to class on a blog about back to school budgeting

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

A person's workspace with a clipboard that has wedding season items on it

Financial planning

June 20, 2025

Wedding Season 5 Financial Talks Every Couple Should Have Before Saying “I Do”

Wedding season is a time filled with excitement, celebration, and big decisions. Between the cake…

Abigail Quam

A person's hand using an apple pencil on a tablet on a blog about smart budgeting

Financial planning

June 10, 2025

Smart Budgeting for Summer Events

Summer’s here — and with it comes weddings, vacations, barbecues, concerts, kids’ camps, and spontaneous…

Abigail Quam

An lgbtq+ couple looking through financial planning documents by a computer

Financial planning Tax planning

June 1, 2025

Financial Planning for LGBTQ+ Families: What You Need to Know

At Keel Financial, Pride Month is more than a celebration — it’s a reminder of…

Abigail Quam

A mom with her son googling financial tips for busy parents

Financial planning

May 21, 2025

5 Financial Tips for Busy Parents: Quick Wins to Take the Stress Out of Money Matters

Managing finances can be a daunting task, especially for busy parents juggling multiple responsibilities. Here…

Abigail Quam

A family packing for summer using their summer checklist

Financial planning

May 15, 2025

Summer Checklist for Families

Summer is a time for relaxation, fun, and family bonding—but without a solid financial plan,…

Abigail Quam

Financial planning

April 23, 2025

Protect Your Sensitive Information – The Ultimate Guide to Document Shredding and Retention

In today's fast-paced digital world, it's easy to forget about the piles of paper documents…

Abigail Quam

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Financial planning

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