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?

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

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.

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!