Love & Finances: How to Invest as a Couple
You may be risk averse, while your spouse may be comfortable investing more aggressively — or vice versa. How can you bridge that gap?
Planning for Major Spending Events
Do you have savings prepared for expensive life events? The beginning of the year is a great time to take inventory of any upcoming life events to begin a savings plan.
The 4 A’s of Your Personal Finances
When it comes to setting up a system for managing your personal finances, the beginning of a new year is the perfect time to begin.
Establishing Your 2023 Financial Goals
If you’re looking to start this year on the right foot, your finances are a great place to start.
2022 Investment Committee Updates
As 2022 comes to a close, it is helpful to look back on the changes we have made to keep up with the market to help you continue on the path toward your financial goals.
Your Guide to Asset Protection in Estate Planning
Various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.
Understanding Your 401(k) – Key Terms to Know
Planning for retirement is a key point of financial wellness- but how can you make the most of your 401(k) plan without understanding all of the vocabulary?
What You Need to Know About President Biden’s Student Debt Relief Plans
On August 24, 2022, President Biden announced plans to offer student loan forgiveness to selected individuals.
At What Age Should I Teach my Child about Money?
As with many financial matters, our team at Blakely Financial believes the best advice is to start early. The sooner children learn financial fundamentals the better!
Raising Money-Smart Teens
Here are a few age-based tips to help teens learn about earning, spending, and saving money.