Blue Keel Financial Planning, LLC

Blue Keel Financial Planning, LLC Fee-only, Independent Registered Investment Advisor in Westport, CT. We help business owners and professionals successfully reach their goals.

We're experts at helping business owners and professionals who want to maximize after-tax income and determine how to align their own needs with funding their children's college education and passing on a legacy. Fee-only services include:
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
COLLEGE PLANNING

5 Smart Ways to Use Your Tax Refund in 2025
04/24/2025

5 Smart Ways to Use Your Tax Refund in 2025

Tax season might not spark joy, but a refund sure can.In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it?Splurge? Save? Invest?The good news: there’s no one-size-fits-all answe...

Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
03/04/2023

Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.

CNBC just referenced pulling off the “Triple Lindy” when discussing the likelihood of passing a bipartisan infrastructur...
06/14/2021

CNBC just referenced pulling off the “Triple Lindy” when discussing the likelihood of passing a bipartisan infrastructure package. For those of you who don’t know the “Back to School” reference...

67 years ago today, my stepfather - the talented Broadway composer/lyricist Richard Adler - had a big night when his hit...
05/13/2021

67 years ago today, my stepfather - the talented Broadway composer/lyricist Richard Adler - had a big night when his hit musical, Pajama Game, opened on Broadway at the St. James Theatre. The original stage production included many legends: Jerry Ross, George Abbott, Harold Prince, Jerome Robbins, Bob Fosse, John Raitt, Janis Paige, Carol Haney, and the unforgettable Shirley MacLaine! The show went on to win 5 Tony Awards, including Best Musical!

RIP, Richard. We love you and miss you.

On this day in 1954, the classic musical The Pajama Game opened on Broadway at the St. James Theatre.

7 things NOT to buy with your $1,400 stimmy check
03/22/2021

7 things NOT to buy with your $1,400 stimmy check

'It would be sad and painful to see people end up losing this money that was designed to prop up the economy and get us out of COVID-induced recession.'

Only 26% of 13-21 year olds said they'd been taught how to manage money!
02/20/2021

Only 26% of 13-21 year olds said they'd been taught how to manage money!

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to manage money. Yet, when they turn 18, kids are signing contracts for student loans, opening credit card accounts, and in many instances, living a...

12/04/2020
That mound of dirt between Million and Dollar? Yep, that used to be our house... RIP Pine Willow 😢
12/04/2020

That mound of dirt between Million and Dollar? Yep, that used to be our house... RIP Pine Willow 😢

Address

8 Wright Street, Suite 100
Westport, CT
06880

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 4:30pm

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