VIEW MORE ⟶
Managing finances can be a daunting task, especially for busy parents juggling multiple responsibilities. Here are five practical tips to help you streamline your financial matters and help alleviate stress….
Summer is a time for relaxation, fun, and family bonding—but without a solid financial plan, those extra costs can quickly add up. At Keel Financial, we believe in helping families…
In today’s fast-paced digital world, it’s easy to forget about the piles of paper documents that still hold our most sensitive information. But did you know that failing to properly…
April is Financial Literacy Month, a time dedicated to raising awareness about the importance of financial education. At Keel Financial, we believe that financial literacy is the foundation of a…
Retirement planning is a critical aspect of financial security, yet it can be particularly challenging for entrepreneurs and self-employed individuals. Without the benefit of employer-sponsored retirement plans, we believe it’s…
Empowering Women to Build Their Financial Future Retirement planning is a critical aspect of financial health, yet it is often overlooked or underestimated. For women, in particular, the stakes can…
Celebrating Women’s History Month with Keel Financial March is Women’s History Month, a time dedicated to recognizing and celebrating the remarkable achievements of women throughout history. It is also a…
Women have made significant contributions to the financial industry, breaking barriers and paving the way for future generations. In this blog post, we will highlight the achievements of women in…
Planning for the future is essential for everyone; however, women often face unique challenges that require special consideration. In this post, we will explore key planning considerations for women to…
Empowering Women Through Financial Knowledge Financial literacy is a cornerstone of economic independence and empowerment. For women, this knowledge is particularly crucial as it equips them to make informed decisions,…
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.
