Financial planning Archives - Page 2 of 3

blocks with "2025" and a target on the end on a blog about your relationship with money

Financial planning

January 29, 2025

10 Ways to Transform Your Relationship with Money in 2025

As we enter a new year, many of us contemplate our financial goals and resolutions…

Abigail Quam

An image of a street crossing on a blog about financial resolutions

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

A hand holding a toy heart against a blue background on a blog about charitable giving

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

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

A planner on a table on a blog about budgeting and savings strategies

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

A planner on a blog about 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

A paper calendar on a blog about financial checklists.

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

Hiker climbing up rocks for self-improvement

Financial planning

September 25, 2024

The Connection between Self-Improvement and Financial Well-Being

Self-improvement is all about creating positive changes in your life, whether it’s losing weight, learning…

Andrea Moretsky

Older Asian couple looking at each other while they plan for life insurance with financial planner

Financial planning

September 18, 2024

The Importance of Life Insurance in Financial Planning

We believe life insurance can be an important component of a comprehensive financial plan for…

Andrea Moretsky

Two sets of hands holding a green house for home planning

Financial planning

August 27, 2024

Finding the right home for your future

Finding the perfect home that meets your current and future needs is a crucial aspect…

Andrea Moretsky

Financial Planning and Investment Advisory Services offered through Winthrop Wealth, a Registered Investment Advisor.

CA Insurance License Information: David Moretsky | Domicile: WA | 10900 NE 4th St, STE # 2300, Bellevue, WA 98004 | CA Insurance # 0H44613

© Copyright 2025 Keel Financial. All rights reserved. Website by Outmark

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER^™ certification mark,
and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial planning

Category