SECURE 2.0 Act: Key Changes to Your Retirement Planning
Learn more about the key changes to the SECURE 2.0 Act taking effect this year and how they can impact your retirement savings strategy.
Tax Day is Almost Here: What You Should Be Doing Now
Tax Day is just around the corner! Here’s what you should be doing now to help avoid last-minute stress and even help maximize your refund.
February 2025 Market Update
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
The Pinwheel of Financial Wellness
Our pinwheel of financial wellness highlights the key areas we cover to create a comprehensive plan for every client at Blakely Financial.
Choosing Your Power of Attorney
These key considerations and questions will guide you through choosing your Power of Attorney, a critical aspect of your long-term financial planning.
2024 Market Update
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on 2024 in 3 minutes.
Year in Review: Financial News
From tax adjustments to policy changes and trends, these key financial updates have posed both challenges and opportunities throughout 2024.
Securing Your Legacy: Questions to Guide Your Family Business Succession and Transition
Family business succession planning involves more than just passing the baton. These questions can help guide your family through the process.
December Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
November Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.