Family Financial Wellness
What is family financial wellness? Simply put, it is how you and your family, together, prepare for the future.
May Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
To Keep or Not to Keep: A Guide to Common Records-Retention Questions
Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference?
The American Jobs Plan and Proposed Tax Policy
On March 31, 2021, President Biden introduced the American Jobs Plan.
Traditional IRA Vs. Roth IRA: Choosing the Best Fit
IRAs are a type of savings account designed to help you put money away for retirement in a tax-advantaged way.
Diversification: Having Your Eggs In Different Baskets
Diversification is the art of not putting all your eggs in one basket and helps limit exposure to loss in any one investment or one type of investment.
April Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
March Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
Plan For A Vacation Day
Here are some simple ways you can prepare for that getaway to ensure you enjoy it to the fullest when the time comes.
February Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!