beneficiary designations Archives - Keel Financial Partners

A LGBTQ+ couple sitting and planning for financial guidance for LGBTQ individuals and families

Featured Blog Financial planning

June 11, 2026

Planning for the Life You’ve Built: Financial Guidance for LGBTQ+ Individuals and Families

By Amber Moser, CFP® and Aimée Lloyd, CFP®, CDFA®, CFA | Keel Financial Partners As…

Abigail Quam

two people doing work about financial planning basics

Financial planning

April 20, 2026

Getting the Basics Right at Every Stage of Life

By Bobby Reamer, MBA, CEPA®, CFP® | Founding Partner, Keel Financial Partners April is Financial…

Abigail Quam

Sheet of paper that says Living Trust and Estate Planning

Estate planning

April 12, 2024

Preparing for the Inevitable Ensuring Peace of Mind

While it may be a topic that many people prefer to avoid, planning for one's…

Andrea Moretsky