Matthew Keeling

  • In The Game

    By Kara P. Stapleton  |  November 1, 2008

    "Basically, I felt stuck," recalls Matthew Keeling, a planner at Keeling Financial Strategies, in Mashpee, Massachusetts. "I knew what I wanted to do. I knew...

  • Impressionist

    By Kara P. Stapleton  |  February 1, 2008

    When it comes to how advisors market themselves, they shouldn't neglect an obvious yet somewhat overlooked first step. "People size you up within 10 or...

  • Care Givers

    By Kara P. Stapleton  |  December 1, 2007

    The American population is aging rapidly and more than 76 million baby boomers are now moving through the second half of life. To boot, these...