Keely Keelan, Financial Advisor

06/10/2026

Healthy, Wealthy, & Wise Wednesday-New Blog Post!

"Whether you think you can, or you think you can't, you're right." ~ Henry Ford

06/09/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

06/05/2026

Frugal Friday-bUmP that savings rate

"When workers underestimate how long people typically live after 65, they set their retirement planning horizons too short.....They save less, plan less diligently, and end up financially unprepared."

A great target is 15-25% but don't let perfect be the enemy of good. The key is to start where you can and stay consistent.

I'm a huge believer in baby steps and small shifts that add up to great achievements over time because for a long time, that's all I could afford to do.

Turn on the auto-increase! Increasing by just 1 percent every 6 -12 months will hardly be noticeable.

Small bumps. Big impact!

yahoo.com

06/03/2026

Healthy, Wealthy, & Wise Wednesday- SUNny Disposition

"Adopt the pace of nature. Her secret is patience." ~ Ralph Waldo Emerson

Sound advice that can apply to so many areas of our life.

A podcast host I listen to weekly, Dr. Lisa Damour, shared a simple acronym to embrace as we enter summertime: S.U.N.

S is for Sleep-We are nicer to others, nicer to ourselves, and we are more creative when we're well-rested. This is the foundation and step 1 when it comes to restoration.

U is for Unplug-Summer is a perfect time to experiment with how tech and the absence of it, alters us and our children's behaviors and moods. It's a great opportunity to reset boundaries, build new routines, and make the transition into a fall a little smoother and less of a daily battle.

N is for Nature-Even a quick 5-minute move break outside can center us and reset our mindset. Fresh air, a little sunlight, and taking a few moments to be in awe of the sights and sounds around you can reduce stress, build gratitude, put us more in the present, and actually improve focus for when we return back inside.

We are taking the kids out west this summer to visit many of the national parks and I found a great article on the National Park Service website reminding us of the many benefits of nature!

nps.gov

05/29/2026

It's 5/29 which means its 529 day!

If you've got little ones or a newborn in your life, time is your biggest advantage. So why wait?!

Even small, consistent additions can really add up over time. With the cost of education continuing to give us sticker shock today and where costs are trending, it matters.

The College Board projects that by the time a child born in 2025 heads to college, we could be looking at a whopping:
*$268,138 for public, in-state
*$474,868 for public, out-of-state
*$631,913 for private

You don't have to have plan sponsored in your state of residence! NC does not offer any tax deduction but some states do (see graphic).

If you've been curious about 529s, or saving for kids more broadly, I have a seminar I share with families, teams, and clients that goes more in depth.

Feel free to ask me about setting up a complimentary seminar or reach out if you're ready to open one for a loved one! https://www.raymondjamesconnect.com/agjXZN

05/29/2026

Unfazed with Haze!

Does this guy look worried or bothered by the gas prices, the latest headlines, or the midterm elections? Taking a page from Haze's playbook, we can be cool, calm, collected, and completely unfazed about some of the topics we can control and that we may be unsure about.

Every so often, Haze and I are going to help you feel a little more "unfazed" when it comes to your finances by breaking down common (and sometimes confusing) money topics.

I want to hear from you! Drop a question or topic in the comments that you've been curious about like: ABLE accounts, SEP IRAs, Roth conversions, iBonds, mutual funds vs ETFs and we'll tackle it in a future post. With Haze as our official spokesdog, of course.

05/27/2026

Healthy, Wealthy & Wise Wednesday-Bold-faced

"Go at it boldly, and you'll find unexpected forces closing round you and coming to your aid." ~Basil King, The Conquest of Fear

I took the bold step five years ago when I began this career, first juggling two jobs and two little kids on my own before becoming full-time at Raymond James. There was a lot of fear, a lot at stake, and a lot of uncertainty. Raymond James continues to inspire me and show me they are aligned with what I care about most.

I just returned from nearly a week down at our headquarters in St. Petersburg, Florida connecting, learning, engaging, and sharing ideas with 45 other rising stars across our industry and our firm.

I've posted before about the power of in-person experiences and it's worth repeating: surrounding yourself with people from diverse backgrounds and with diverse perspectives expands your thinking, keeps your mind open, keeps you striving to be a better version of yourself, and fuels that inner spark. It leaves you more energized, more grateful, and a little wiser each time. It's also a reminder that you're not doing this alone. I'm backed by a network of people that believes in their values and believes in me.

Thanks, Raymond James, and the 45 others that I call 'friends' now, for being such a unique, people-first culture that truly prioritizes relationships. That's what I value most.

05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/18/2026

Listen to Larry! Resiliency amid uncertainty

raymondjames.com

05/15/2026

Frugal Friday-A Pizza Me!

It's National Pizza Party Day and it seems fitting to share a pie chart that can help you plan your monthly budget. It's adjustable and insightful!

Now go kick off the weekend with by scoring a great pizza deal tonight. You've earned it! https://www.raymondjamesconnect.com/ark_hW