financial planning Archives - Page 2 of 4

Estate planning

October 3, 2025

Why October Is the Perfect Time to Review Your Estate Plan

A Season for Financial Reflection As autumn arrives, many people naturally take stock — of…

Abigail Quam

An image of a couple speaking about navigating finances

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

A planner on a blog about long-term care planning

Financial planning

October 15, 2024

Navigating Long-Term Care Planning

As we celebrate Long-Term Care Planning Month, we at Keel Financial Partners are reminded of…

Abigail Quam

A paper calendar on a blog about financial checklists.

Financial planning

October 5, 2024

October Financial Checklist: Setting Yourself Up for Success

As the seasons change and we enter the final quarter of the year, October is…

Abigail Quam

Hiker climbing up rocks for self-improvement

Financial planning

September 25, 2024

The Connection between Self-Improvement and Financial Well-Being

Self-improvement is all about creating positive changes in your life, whether it’s losing weight, learning…

Andrea Moretsky

Older Asian couple looking at each other while they plan for life insurance with financial planner

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

Two sets of hands holding a green house for home planning

Financial planning

August 27, 2024

Finding the right home for your future

Finding the perfect home that meets your current and future needs is a crucial aspect…

Andrea Moretsky

Sky with a beautiful orange and pink sunset for blog describing sunset tax law

Tax planning

August 25, 2024

What to Expect with the 2026 Sunset Tax Law

Planning for taxes can feel overwhelming, especially when the rules and regulations are constantly evolving.…

Andrea Moretsky

caregiver holding hands with elderly person with dementia care

Financial planning Retirement planning

August 10, 2024

Dementia Care and Financial Planning

Dealing with a loved one's dementia diagnosis is undoubtedly a challenging and emotional journey. Alongside…

Andrea Moretsky

Man sitting at desk with calculator working on retirement planning

Insights Retirement planning

August 5, 2024

Financial Planning Tips for Retirement

Aging is an inevitable part of life, and we believe retirement planning is an essential…

Andrea Moretsky

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