Financial planning Archives - Keel Financial Partners

a layout of a computer with a financial checklist

Financial planning Tax planning

November 21, 2025

Your 2025 Year-End Financial Checklist: The Most Important Steps Before December 31

As the year winds down, it’s easy to get swept up in holidays, travel, and…

Abigail Quam

Financial planning Tax planning

November 14, 2025

How to Organize Your Finances Before the New Year

The end of the year is a natural time to pause, reflect, and get organized.…

Abigail Quam

A person researching charitable giving strategies on their computer

Financial planning Tax planning

November 7, 2025

Smart Charitable Giving Strategies for 2025

Charitable giving is about generosity, purpose, and supporting the causes you care about. But with…

Abigail Quam

Financial planning

November 1, 2025

Setting Financial Goals for 2026: A Step-by-Step Guide

A new year brings a fresh opportunity to reflect, reset, and move closer to the…

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

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

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