Keeling Wealth Advisors

10/14/2026

What's Up Wednesday?

Hard work, dedication, and a passion for helping others achieve their financial goals have led to a major milestone.

Please join us in congratulating Cathy on earning her CFP® designation! This accomplishment represents countless hours of education, study, and commitment to serving clients at the highest level.

We're incredibly proud of her and excited for the expertise she continues to bring to our clients and team every day.

🎉 Congratulations, Cathy!



https://bit.ly/4sb33aw

10/09/2026

Featured Friday: Higher or Lower: Danielle

Get to know Danielle Monson, Office Manager, and see if her answers are higher or lower than the standard answers.

Danielle's coffee consumption is on the lower side. She enjoys coffee about twice a week and is usually a weekend coffee drinker, preferring to slow down, relax, and savor the experience. When it comes to pets, though, Danielle is well above average. She shares her home with three dogs, which means plenty of companionship, personality, and tail wags every day.

Are you like Danielle? Saving your coffee for a relaxing weekend while enjoying the fun of a multi-dog household?

10/07/2026

What's Up Wednesday?

In September, our team enjoyed gathering with family and friends and soaked up every minute of fall fun.

Financial Advisor, Erik, sent his twins off to the last first day of high school.

Chief Operating Officer, Jeff, got some of the Minnesota team together, for a fun evening filled with appetizers and nice weather.

Private Wealth Advisor, Erin, celebrated her daughter getting MVP at her softball tournament.

Private Wealth Advisor, Jonica, spent quality time with out of state family for full weekend of fun.

Client Service Senior Coordinator, Erica, celebrated ISU football being back with her crew.

Financial Advisor, Colette, flew off to sunny skies and sandy beaches with her fun group.

Financial Advisor, Emily, enjoyed the experience of her son getting his first haircut.

We cannot wait to see what our team does in October!

10/06/2026

We're entering the final quarter of the year, and it's a great time to revisit the goals you set back in January.

Whether it's building savings, reducing debt, increasing retirement contributions, creating an estate plan, or planning charitable gifts, there's still time to make meaningful progress before year-end.

Share your answer in the comments:
What's one financial goal you'd like to accomplish before December 31?

10/02/2026

Get to know Tony Conroy, Financial Advisor, and see if his answers are higher or lower than the standard answers.

Tony's coffee consumption is definitely on the higher side. While he enjoys more coffee than average, don't expect any complicated orders from him. Tony keeps it simple and drinks his coffee black, with nothing fancy added.

When it comes to pets, Tony also has a higher number. His household includes a variety of furry companions, including a dog, a cat, and a hamster, making for a fun and well-rounded animal crew.

Are you like Tony? Enjoying a simple cup of black coffee while sharing your home with a variety of pets?

10/01/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

09/28/2026

Today is National Family Day, a reminder that some of life's most important conversations happen around the kitchen table.

While family meetings may not sound exciting, they can help turn hopes, values, and goals into a plan for the future.

Whether it's discussing college savings, travel dreams, charitable giving, or simply making sure loved ones are protected, a conversation today can make a lasting impact tomorrow.

At KWA, we believe financial planning isn't just about dollars and cents. It's about the people who matter most. ❤️

09/25/2026

Featured Friday: Higher or Lower: Cathy

Get to know Cathy Cooper, Associate Financial Advisor, and see if her answers are higher or lower than the standard answers.

When it comes to photos, Cathy lands on the higher side. Photography is one of her passions, and over the years she has built quite the collection. With more than 33,000 pictures on her camera roll, she's always capturing life's special moments and finding beauty through the lens.

On the pet front, Cathy is right on the standard answer with two furry companions. Her cats, Gigi and Florence, keep life interesting and provide plenty of photo opportunities for an avid photographer.

Are you like Cathy? Filling up your camera roll with thousands of photos and enjoying life with a pair of feline friends?

09/23/2026

What's Up Wednesday:

There is a new baby in town! Congratulations to Client Service Manager, Rylee and her husband Bryan, on their new bundle of joy.

Gracelynn (Gracie) Mae, welcome to the Keeling Wealth Advisors family, you are already so loved.