Every year, on the first Friday in September, we celebrate 401(k) Day—a day dedicated to raising awareness about retirement savings and the benefits of utilizing 401(k) plans. Planning for retirement…
As we step into the realm of College Savings Month, we’re propelled by a resolute focus on empowering families and individuals to embark on a journey of meaningful financial preparedness….
Finding the perfect home that meets your current and future needs is a crucial aspect of financial planning and overall well-being. As we navigate through life’s milestones, our housing requirements…
Planning for taxes can feel overwhelming, especially when the rules and regulations are constantly evolving. The approaching changes in the tax code, slated to take effect by the end of…
Dealing with a loved one’s dementia diagnosis is undoubtedly a challenging and emotional journey. Alongside the emotional toll, dementia also poses significant financial implications for both the individual and their…
Aging is an inevitable part of life, and we believe retirement planning is an essential part of aging that can’t be overlooked. Retirement planning can be a challenge, especially when…
As you navigate the vast landscape of retirement savings, the path to building a robust financial future presents numerous options. Your goal, much like many others, is likely centered around…
In the inspiring tale of Serena Williams and her strategic delay in collecting earnings from her early tennis triumphs, we witness the power of focused determination. However, while this approach…
Welcome to July, a month dedicated to celebrating financial freedom here at Keel Financial Partners! This month, we invite you to embark on a journey towards financial empowerment, where you…
In today’s rapidly evolving technological landscape, the payment industry is undergoing a significant transformation. A recent announcement by Visa is poised to revolutionize the operation of credit and debit cards…
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Advisory Group, LLC, a Registered Investment Advisor.
Keel Financial Partners and Winthrop Advisory Group, LLC are separate entities from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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.
