Raising Money-Smart Teens
Here are a few age-based tips to help teens learn about earning, spending, and saving money.
When Buying Is Easy, Paying Later Can Be a Problem
At first glance, Buy Now Pay Later (BNPL) may seem like a worthwhile convenience, but there are good reasons to think twice before committing to installment purchases.
What’s the Difference Between Medicare and Medicaid?
What’s the difference between Medicaid and Medicare?
Tax Season Scams Alert
Presented by Robert Blakely, CFP™ With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring to meet all relevant tax deadlines. But in all the hustle and bustle, taxpayers also need to keep an eye on the risks, especially tax season scams. Scammers get savvier with strategies […]
Will You Have Enough to Retire?
The number one question that our team gets asked is “Will I have enough or do I have enough to retire?” Here are some tips from Rob Blakely, CFP® to ensure you’re retirement ready!
Will Your Assets Last As Long As You Do?
Do you know how long YOUR assets will last? Watch now for tips from Emily Promise, CFP®, on how to set yourself up for lasting success.
Financial Planning is an Act of Love
When you think of Valentine’s Day, you may not always think of financial planning, but we do! Consider giving a unique and lasting gift: a strong financial plan!
February 2022 Market Update
After a strong close to 2021, markets pulled back to start the year, explains Blakely Financial’s Stephen LaFrance in February’s Monthly Market Update video!
Groundhog Day • Stop Repeating Financial Mistakes
Are you repeating the same financial missteps over and over? Check out our latest video from Emily Promise, on how to get out of the Groundhog Day loop with your money this year!
When Two Goals Collide: Balancing College and Retirement Preparations
What can you do to help your child (or children) receive a quality education without compromising your own retirement goals?