As our loved ones enter their senior years, their well-being becomes a primary concern, often encompassing both financial security and physical safety. Here are some key considerations for addressing both…
As a young professional, prioritizing your financial well-being is crucial for long-term success. Developing sound financial habits early in your career can significantly impact your future stability and prosperity. Here…
When it comes to relationships, few topics are as important and potentially challenging as money. From joint expenses to financial goals, handling finances as a couple can be a delicate…
As we enter a new year, many of us contemplate our financial goals and resolutions for the months ahead. Whether you’re aiming to escape the cycle of debt, save for…
As the new year unfolds, many of us are inspired to set fresh goals and aspirations, and there’s no better time to focus on improving our financial well-being. Setting financial…
As the year draws to a close, it’s not only a time for reflection and celebration but also an opportunity to give back to causes that matter the most. Charitable…
As the year draws to a close, it’s a good time to review and optimize your health savings and spending accounts to maximize their benefits. Health Savings Accounts (HSAs) and…
The holiday season is a joyful time filled with festivities, family gatherings, and gift-giving. However, it can also be a stressful time for many when it comes to managing finances….
As the year comes to a close, we believe it’s crucial for employees to take advantage of open enrollment and contribution adjustments to seek to maximize their benefits. Beyond just…
As individuals, families, and businesses engage in wealth management, one aspect that should not be overlooked is estate planning. Often overshadowed by concerns about investment strategies, tax planning, and asset…
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 2023 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.
