Beneficiary Planning: What You Need to Know
Designating a beneficiary on retirement accounts is one of the most important—yet
one of the most frequently neglected—retirement and financial planning tasks.
July Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
Mortgage and Debt Rules of Thumb
Borrowing is convenient, allowing you to purchase big-ticket items with less out-of-pocket cash. But how much mortgage debt can you afford?
Five Money Tips: Shopping for a Mortgage
Shopping for a mortgage can be daunting. Follow these five tips to help you find a suitable mortgage for your circumstances.
June Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
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.