Establishing Your 2023 Financial Goals
If you’re looking to start this year on the right foot, your finances are a great place to start.
Financial Planning Tips & Updates
As 2023 draws closer, we wanted to highlight the changes that occurred in the past year, tax considerations for this year and next, and how you can prepare for a prosperous 2023.
2022 Market Commentary
Much of this year’s market volatility is attributed to uncertain federal reserve policies, especially with respect to the terminal rate.
2022 Investment Committee Updates
As 2022 comes to a close, it is helpful to look back on the changes we have made to keep up with the market to help you continue on the path toward your financial goals.
November Market Update 2022
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the markets in November 2022.
Market Timing: More Risk than Reward
The idea of properly timing investments for a quick return is not a strategy we believe in and is not something we ever recommend for clients.
Preventing Fraud: Common Scams & How to Avoid Them
In an attempt to curb fraud, we have compiled some common scams, as well as tactics to avoid them.
401K Contributions: What you need to know
The IRS recently announced an increase in the maximum amount you can contribute to your employer-sponsored retirement plan in 2023.
October Market Update 2022
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the markets in October 2022.
Financial Horror Stories
Making mistakes when it comes to your finances is perfectly normal, however, when it comes to these horror stories, the impact can be significant, and frankly, quite scary.