3 Steps to Pursue Financial Independence Estate planningRetirement planning July 24, 2025 3 Steps to Pursue Financial Independence At Keel Financial, we believe that financial independence isn’t just about having enough money—it’s about… Abigail Quam
Moving at 50: A Life Change Worth Planning For Estate planningRetirement planning July 15, 2025 Moving at 50: A Life Change Worth Planning For For many of our clients, turning 50 represents more than just a birthday—it’s a moment… Abigail Quam
Off to College: A Big Step for Your Student—And Their Finances Education planningEstate planning July 5, 2025 Off to College: A Big Step for Your Student—And Their Finances Sending a child off to college is one of life’s most emotional and meaningful transitions.… Abigail Quam
Prioritizing Senior Safety: Navigating Financial and Physical Well-Being Estate planningRetirement planning February 8, 2025 Prioritizing Senior Safety: Navigating Financial and Physical Well-Being As our loved ones enter their senior years, their well-being becomes a primary concern, often… Abigail Quam
Navigating Finances as a Couple Estate planning February 5, 2025 Navigating Finances as a Couple When it comes to relationships, few topics are as important and potentially challenging as money.… Abigail Quam
The Importance of Estate Planning Strategies in Wealth Management Estate planning October 20, 2024 The Importance of Estate Planning Strategies in Wealth Management As individuals, families, and businesses engage in wealth management, one aspect that should not be… Abigail Quam
The Importance of Life Insurance in Financial Planning Financial planning September 18, 2024 The Importance of Life Insurance in Financial Planning We believe life insurance can be an important component of a comprehensive financial plan for… Andrea Moretsky
Safeguarding Your Digital Legacy Estate planning May 7, 2024 Safeguarding Your Digital Legacy As our lives become increasingly interconnected with technology, it's essential to consider how your digital… Andrea Moretsky