Client Login

336-885-2530

Schedule A Call

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. 

Recent Posts

Filter By Category

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.
Read More

November Market Update 2023

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

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.
Read More

National Entrepreneurship Month: Managing Irregular Income and Retirement Options When You’re Self-Employed

National Entrepreneurship Month recognizes entrepreneurs' unique financial challenges. Learn about managing irregular income and retirement options when you’re self-employed.
Read More

October Market Update 2023

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

Monstrous Money Mistakes

It may be the season of spooky haunts and horrors, but don't let these monstrous money mistakes lead you to the financial graveyard!
Read More

Debunking 5 Common Financial Planning Myths

These common financial myths often prevent individuals from engaging in financial planning, and we’re here to debunk them.
Read More

September Market Update

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

Optimizing Your 401(k) Contributions

With National 401(k) Day approaching, explore why having one may be beneficial to your retirement and how to go about optimizing your 401(k) contributions.
Read More

Understanding Social Security Survivors Benefits

Explore how your Social Security retirement benefits can extend beyond your lifetime to support your loved ones as Social Security survivors benefits.
Read More