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.
Tips For Spring Cleaning Your Financial Life
Many families are spending more quality time together by cooking in the kitchen, taking long walks with family and pets, and making other memories that will last a lifetime.
Chartered Special Needs Consultant®, ChSNC® Designation
When I embarked on my career change in 2007 to become a financial planner, I did so to help make a real difference in the lives of people who worked with me.
April Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
Staying Calm & Managing Stress
For those of you that know me well, you know that when I am not in control of situations, I tend to be a little hyper, stressed and anxious.
Resources For You
Many of you may be practicing social distancing and find yourself spending more time at home and with your families. We have put together a list of resources you may find helpful.
A Message From Robert Blakely
Please see a video message from Robert Blakely on behalf of the team at Blakely Financial, Inc. We appreciate your trust and confidence. Know that we are here for you.
Invest Like A Woman
As women, we have financial needs that are unique to our situation in life. Perhaps you would like to purchase your first home.