financial planning Archives - Page 2 of 3

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

A wood background with "Invest Roth IRA" written on it for retirement planning.

Featured Blog Retirement planning

July 30, 2024

Why a Traditional IRA Might Be the Way to Go for Retirement

As you navigate the vast landscape of retirement savings, the path to building a robust…

Andrea Moretsky

Mom teaching her two kids basic money lessons for financial literacy

Financial planning

July 15, 2024

Nurturing Financial Savvy in Young Minds

In the inspiring tale of Serena Williams and her strategic delay in collecting earnings from…

Andrea Moretsky

Two women looking at a laptop for financial freedom month

Featured Blog Financial planning

July 9, 2024

5 Key Areas that can Help You Move Closer to Your Financial Goals

Welcome to July, a month dedicated to celebrating financial freedom here at Keel Financial Partners!…

Andrea Moretsky

Man holding credit or debit card on a laptop.

Featured Blog Financial planning

June 18, 2024

The Future of Payment Cards: Revolutionizing Convenience and Security

In today's rapidly evolving technological landscape, the payment industry is undergoing a significant transformation. A…

Andrea Moretsky

Financial planning

June 18, 2024

The Essential Insights into the Hidden Costs of Homeownership

When delving into the realm of homeownership, it’s natural to focus on the upfront expenses…

Andrea Moretsky

Grandparents sitting with son and grandchild discussing 529 plan and grandparent loophole.

Education planning Featured Blog

May 20, 2024

Exploring the “Grandparent Loophole” in New FAFSA Rules

Saving for college can be a significant financial challenge for many families. However, recent updates…

Andrea Moretsky

yellow, red, and green income distribution buckets

Retirement planning

April 12, 2024

The Income Distribution Bucket Approach for Retirement

As investors approach retirement, their focus shifts from accumulating wealth to generating income. But how…

Andrea Moretsky

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