Finance4Kids Week Two: Budgeting
The earlier you start teaching your children about finance, the more prepared they will be for adulthood! In efforts to keep kids engaged this summer, we prepared #Finance4Kids
Charitable Giving Incentives Under the CARES Act
With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become important.
June Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
Finance4Kids Week One: Money
The earlier you start teaching your children about finance, the more prepared they will be for adulthood! In efforts to keep kids engaged this summer, we prepared #Finance4Kids
A Closer Look At Saving For Education Using A 529 Plan
Being that is it National 529 Day, we thought it would be appropriate to take a closer look a saving for education through a 529 plan.
Planning for Expectant Parents
If you or a loved one are planning to start a family, there are changes coming your way.
Teaching Children To Save & Budget
A healthy financial habit is to begin teaching your children the importance of saving and budgeting. As the old saying goes, the sooner, the better.
Estate Planning Documents
A well-thought-out estate plan can help manage and preserve your assets during life as well as protect your loved ones by conserving and directing distribution of assets at death.
All About ROTH IRAs
As you work and plan for your financial future, a possible strategy for savings is a Roth IRA. A Roth IRA is a retirement savings account that allows your money to grow tax-free.
What is a Traditional IRA?
Practically anyone can open and contribute to a traditional IRA. The only requirement is that you must have taxable compensation.