Will Your Assets Last As Long As You Do?
Do you know how long YOUR assets will last? Watch now for tips from Emily Promise, CFP®, on how to set yourself up for lasting success.
Financial Planning is an Act of Love
When you think of Valentine’s Day, you may not always think of financial planning, but we do! Consider giving a unique and lasting gift: a strong financial plan!
February 2022 Market Update
After a strong close to 2021, markets pulled back to start the year, explains Blakely Financial’s Stephen LaFrance in February’s Monthly Market Update video!
Groundhog Day • Stop Repeating Financial Mistakes
Are you repeating the same financial missteps over and over? Check out our latest video from Emily Promise, on how to get out of the Groundhog Day loop with your money this year!
When Two Goals Collide: Balancing College and Retirement Preparations
What can you do to help your child (or children) receive a quality education without compromising your own retirement goals?
A Look Back at the 2021 Markets
Happy New Year! So much has happened in 2021. Watch now for highlights and some items we’re focused on as we transition into 2022.
Building Blocks for Financing College with Less Debt
Financing a college education with the least debt involves putting together various resources in the most favorable way for your family.
Annuity Income: Annuitization vs. Lifetime Withdrawal
Here is how annuitization and lifetime withdrawals, two annuity options for income during retirement, work.
Big Boost for Social Security Payments
The Social Security cost-of-living adjustment (COLA) for 2022 is 5.9%, the most significant increase since 1983.
Holiday Conversation Topics
There are so many important financial planning topics that can and should be discussed. Here are some topics of conversation to have across all generations of the family.