Financial Literacy Month: Books to Read

One of the best ways to improve your financial knowledge is through reading, and we’ve rounded up some of our favorite books for Financial Literacy Month.
February 2025 Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Giving Tuesday: The Power of Charitable Giving

Giving Tuesday, a global generosity movement, encourages charitable giving on the Tuesday after Thanksgiving, and every day, each year.
National Fraud Awareness Week: Can You Spot the Fraud Warning Signs?

National Fraud Awareness Week is a great time to sharpen your fraud detection skills. Look out for these fraud warning signs to protect you and your finances.
Annuity Income: Annuitization vs. Lifetime Withdrawal

Here is how annuitization and lifetime withdrawals, two annuity options for income during retirement, work.
Planning for Expectant Parents

If you or a loved one are planning to start a family, there are changes coming your way.
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.
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.