News & Insights

Strengthening Our Community Together

Our commitment to complete and connected planning extends beyond your financial life to the community we all share. We’re proud to support local organizations that create a meaningful and lasting impact, because thriving communities and financial well-being go hand in hand.

Philanthropy and Holiday Giving: Maximizing Impact and Tax Benefits

December 15, 2025

December Market Update 2025

December 8, 2025

Retirement Catch-Up Savings Provisions

November 25, 2025

Giving with Purpose: How to Make the Most of Your Charitable Donations

November 20, 2025

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Electing Delayed Social Security Retirement Benefits

Whether you want to work longer because you enjoy it or want higher retirement benefits when you finally do retire, explore electing delayed social security retirement benefits.

Wealth Management for Enjoying Life: Balancing Lifestyle and Financial Goals

Wealth management goes beyond accumulating money and assets – it’s about balancing lifestyle and financial goals. Explore how to find this balance.

The Benefits of Owning Property

June is National Homeownership Month, making it a great time to explore the benefits of owning property like building wealth and improved financial security.

May Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.

Managing Your Wealth: Tips for High Earners to Build and Maintain Wealth Over Time

With a unique set of financial challenges, it is important for high earners to have effective wealth management strategies in place to build and maintain their wealth.

Planning Life’s Biggest Vacation: Setting Retirement Goals

Discover tips for planning life’s biggest vacation – retirement! Learn about the importance of setting retirement goals and practical tips to achieve a secure and fulfilling post-w