By Amber Moser, CFP® and Aimée Lloyd, CFP®, CDFA®, CFA | Keel Financial Partners As a member of the LGBTQIA+ community, I know firsthand that financial planning can feel like…
By Bobby Reamer, MBA, CEPA®, CFP® | Founding Partner, Keel Financial Partners Financial markets move. Sometimes dramatically. And when they do, the impulse to act, to make a change, to…
By Aimée Lloyd, CFP®, CDFA®, CFA | Founding Partner, Keel Financial Partners May is Mental Health Awareness Month, and we want to use it to talk about something that sits…
By Bobby Reamer, MBA, CEPA®, CFP® | Founding Partner, Keel Financial Partners We make financial decisions with our heads. At least, that is what most of us believe about ourselves….
By Bobby Reamer, MBA, CEPA®, CFP® | Founding Partner, Keel Financial Partners April is Financial Literacy Month, and we want to use it to say something that doesn’t get said…
By Bobby Reamer, MBA, CEPA®, CFP® | Founding Partner, Keel Financial Partners The return is filed. Most people close the folder, feel relieved, and move on until next year. Before…
By Aimée Lloyd, CFP®, CDFA®, CFA® | Founding Partner, Keel Financial Partners Divorce is one of the most financially complex transitions a person can go through. It is also one…
By Aimée Lloyd, CFP®, CDFA®, CFA® | Founding Partner, Keel Financial Partners This month, we are thinking about the women in our lives. Our clients, our colleagues, our families, the…
By Aimée Lloyd, CFP®, CFA® | Founding Partner, Keel Financial There’s a conversation I find myself having more often than you might expect. Not about market performance or portfolio allocation,…
By Aimée Lloyd, CFP®, CDFA®, CFA® | Founding Partner, Keel Financial Over the years, we’ve sat across from a lot of people. Successful people: executives, business owners, professionals who have…
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