Bettie Zimmerman Financial Advisor - Keating, Inc.

04/05/2026

Wishing you a joyful Easter filled with renewal, hope, and meaningful moments with those who matter most. As the season reminds us of fresh beginnings, it’s a great time to reflect on what matters and look ahead with confidence.

Happy Easter.

02/16/2026

This President’s Day is an opportunity to reflect—not just on leadership, but on the responsibility that comes with it.

History reminds us that leadership matters most when it serves all people with integrity, accountability, and care. These are the principles we strive to uphold every day in how we serve our clients and our community.

02/14/2026

This Valentine’s Day, we are reminded that some of life’s most meaningful investments are in the people and relationships we value most. Wishing you a day filled with appreciation, connection, and care.

01/19/2026

"The time is always right to do what is right." — Dr. Martin Luther King Jr.
As we honor Dr. King’s legacy today, we’re reminded of the enduring importance of integrity and service—values that inspire how we support our clients and communities every day.

01/13/2026

As the year gets underway, it’s a great time to revisit your financial goals and ensure your plans align with what matters most. At Ascent Planning Partners, we provide fiduciary advice tailored to your unique situation—helping you move forward with confidence in 2026.

Investment advisory services are offered through Keating Financial Advisory Services, a Registered Investment Advisor. Services are provided pursuant to a written agreement and the firm’s Form ADV Part 2A.

11/24/2025

Trust and money are deeply connected. For many, the hardest part of financial planning isn’t about spreadsheets or investments — it’s about feeling safe enough to start again.

Haven Lindsey recently shared her story, including the role that a simple 401(k) call played in helping her begin to see her finances differently. I am deeply touched by her words and the reminder that healing with money is about so much more than numbers.

If her story resonates with you, I hope it reminds you that financial clarity and confidence are possible — no matter where you’re starting from.

Read her full story: When Life Cracks You Open - Haven Lindsey


The testimonial/endorsement provided is by an actual client of Keating Financial Advisory Services (KFAS). The individual was not compensated for this statement. The testimonial may not be representative of the experience of other clients, and there is no guarantee that future performance or success will be achieved. The testimonial reflects one client’s personal experience and may not be representative of other clients. There is no guarantee that future results—emotional or financial—will be similar. Any material conflicts of interest related to the testimonial/endorsement are disclosed. Clients may incur separate fees and expenses from custodians, mutual funds, ETFs, or other investment products, which are independent of KFAS advisory fees.

You know how people often say good things happen when you least expect it? I've come to believe that. Sometimes those unexpected moments bring people into your life who leave an imprint that changes everything. Back then (a lifetime ago), I was a handful of years post-divorce. It wasn’t just any d...

10/22/2025

Financial security is a long-term goal that requires thoughtful planning and ongoing discipline. While results can vary based on individual circumstances, working with a trusted financial advisor can help you stay on track toward your retirement goals. The first step is deciding to begin the process today. While we love this perspective on financial fitness, it’s important to remember that achieving financial security depends on each individual’s unique circumstances, planning, and discipline. Results are never guaranteed. Financial planning does not guarantee future results. All investing involves risk, including the possible loss of principal. Outcomes will vary based on individual circumstances.

10/14/2025

In financial planning, behaviors and beliefs can meaningfully influence decisions and outcomes. While many individuals aim for financial security, habits like procrastination, emotionally driven choices, or common assumptions—such as believing there’s always time to catch up or relying solely on Social Security—may pose challenges. What belief has shaped your financial mindset? This content is intended for educational purposes only and does not constitute personalized financial advice. Individual financial situations and outcomes may vary. The referenced study was conducted by Northwestern Mutual and reflects the views of survey respondents as of July 2024.

https://news.northwesternmutual.com/2024-07-09-Americans-with-a-financial-advisor-expect-to-retire-two-years-earlier-according-to-Northwestern-Mutuals-Planning-Progress-Study

10/01/2025

If you filed for a tax extension earlier this year, the final deadline to submit your 2024 tax return is October 15, 2025. As that date nears, it's a good time to review your records and ensure that all required tax documents are organized. This can help reduce last-minute stress and support more efficient coordination with your financial advisor or tax professional.

09/15/2025

Understanding the facts is key to making informed financial decisions. We’re here to clear up common money myths and share insights that can help you feel more prepared for your financial journey.

Keating Financial Advisory Services, Inc. an SEC Registered Investment Advisor. This post is for educational purposes only and is not personalized investment advice. All investing involves risk, including possible loss of principal.

09/09/2025

Did you know the IRS applies a separate 5-year holding period for Roth IRAs, which may reset when you roll over Roth 401(k) funds? Opening a Roth IRA earlier—even with small contributions—may help meet this timeline.

This information is for educational purposes only and is not intended as tax or investment advice. Please consult with a qualified tax advisor or financial advisor regarding your specific situation.