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…
As we celebrate Long-Term Care Planning Month, we at Keel Financial Partners are reminded of the importance of preparing for the future and encouraging our clients to have a comprehensive…
As we approach the final months of the year, we believe it’s essential to focus on tax planning strategies that can potentially benefit your financial outlook both in the present…
As the seasons change and we enter the final quarter of the year, October is a great time to take stock of your finances and make sure you’re on the…
Self-improvement is all about creating positive changes in your life, whether it’s losing weight, learning a new skill, or finding inner peace. What many people fail to realize is that…
We believe life insurance can be an important component of a comprehensive financial plan for individuals and their loved ones. While many people may feel apprehensive about contemplating their mortality,…
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…
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 2026 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.
