April 2022 Market Update Video
April 2022 Market Update
Mid-Year is a Good Time for a Financial Checkup
The first half of the year is coming to a close. Conducting a mid-year financial analysis can be helpful. Here are some tips on conducting that review.
Life Insurance at Various Life Stages
Your need for life insurance will fluctuate depending on your current stage in life. Take a look to see how your need for life insurance may change throughout your lifetime.
Tidy Up Financial Clutter
It’s time to do some spring cleaning for your finances. Not sure where to start? Here are three quick tips to eliminate and organize your financial clutter.
Working While Receiving Social Security Benefits
What happens if you work and want to claim Social Security benefits while staying on your job?
Baseball Lessons To Change Up Your Finances
Here are a few lessons from America’s pastime, baseball, that might inspire you to take a fresh look at your finances.
Donna Teaching Crock-Pot Class at YWCA
Donna Blakely recently volunteered with the Junior League of High Point and helped teach a Crock-pot cooking class at the YWCA to young moms.
Tax Strategies for Retirement
Watch now for tips from Rob Blakely CFP®, CHFC, AIF®, on strategies to reduce your taxes in retirement.
Women in Motion 2022 Summit
Donna Blakely & Shaylen Brown had the honor of attending the Women In Motion 2022 Summit.
March 2022 Market Update Video
The stock markets’ bumpy ride continued in February. Last month’s top story was rising geopolitical tensions between Russia and Ukraine, but how did the markets do overall?