Keeling Wealth Advisors

09/02/2026

Today we celebrate Donna, Administrative Assistant, on one year of service with our team.

Donna, your calming presence and attention to detail make you a joy to work with!

08/28/2026

Featured Friday: Higher or Lower: Maggie

Get to know Maggie Mixdorf, Client Service Senior Coordinator, and see if her answers are higher or lower than the standard answers.

When it comes to coffee, Maggie lands on the higher side. She enjoys a cup more than three times a week, but don't expect her to be a coffee snob. She's happy as long as there's caffeine involved, no matter where it's from!

On the pet front, Maggie is currently on the lower side with just one furry companion. But that may not be the case for long. She's hoping to give her fur baby a sibling soon. While her dog might miss having all the attention, Maggie is excited about the idea of adding a new four-legged member to the family.

Are you like Maggie? Grabbing coffee wherever you can find it and thinking about growing your pet family?

08/26/2026

🎂 Cue the confetti for Jeff!
Think you know our birthday rock star?
Two are true. One’s a stretch by far.

🥳I completed an Ironman triathlon.
🥳I swam the English Channel
🥳I competed in a national water ski tournament.

Comment your guess below and check back for the answer! 🎈

08/24/2026

If you had to stop working tomorrow, would you know where your retirement income is coming from?

+401(k)
+IRA or Roth IRA
+Social Security
+Investments
+Other retirement income sources

A retirement plan isn't just about saving. It's about understanding how you'll turn those savings into income when you need it most.

Let's assess your plan and help you prepare for what's ahead.

📞 515.253.8200

https://bit.ly/4yjkiIz

08/21/2026

🎂 Cue the confetti for Christy!
Think you know our birthday rock star?
Two are true. One’s a stretch by far.

🥳I got married in a different country.
🥳I have the same name as my sister-in-law
🥳I have travelled to all 50 states

Comment your guess below and check back for the answer! 🎈

08/19/2026

Big congratulations to Jonica Ewald for being named to the 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors list! This honor celebrates advisors who help clients achieve their long-term financial goals—and that’s what drives us every day.

Thank you to our amazing clients for your trust and loyalty. We’re excited to keep empowering your financial future!

https://bit.ly/469tcfr

08/18/2026

Today we celebrate Michelle S, Investment Operations Coordinator, on one year of service with our team.

Michelle, your strong leadership and gentle demeanor make you a joy to work with!

08/14/2026

National Financial Awareness Day is a reminder that financial wellness touches every area of life.

A strong financial plan isn't just about growing wealth.

It's about:
✓ Protecting what matters
✓ Preparing for the future
✓ Creating flexibility
✓ Building confidence

Which area of your financial life needs the most attention right now?



www.ameripriseadvisors.com/team/keeling-wealth-advisors/

08/12/2026

What's Up Wednesday?

In July, our team spent time traveling and soaking up every summer moment.

Financial Advisor, Nicole, went to the Garden of the Gods in Colorado with her family.

Administrative Assistant, Michelle, enjoyed breakfast with Office Manager, Danielle, in Clear Lake.

Office Manager, Danielle, rescued a 4-year-old Pomsky named Toby.

Private Wealth Advisor, Rich, took a family Alaskan cruise.

Private Wealth Advisor, Erin, went fishing with her nephew and her daughter.

Client Service Senior Coordinator, Erica, celebrated her favorite holiday with her family.

Private Wealth Advisor, Jonica, enjoyed the San Diego beaches with her family.

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

08/10/2026

Think retirement will cost less? Or that there’s plenty of time to plan?

Some of the most common assumptions about retirement sound reasonable—but don’t always hold up in practice.

This article challenges a few of those beliefs and offers a more grounded perspective.

Debunk these common misunderstandings and explore the realities of saving for retirement.