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.

May Market Update 2026

May 8, 2026

Planning for Longevity When You Expect to Live Well Into Your 90s

April 14, 2026

Multi-Generational Wealth: Preparing Heirs, Not Just Assets

April 14, 2026

April Market Update 2026

April 13, 2026

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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.

November Market Update 2022

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the markets in November 2022.

Market Timing: More Risk than Reward

The idea of properly timing investments for a quick return is not a strategy we believe in and is not something we ever recommend for clients.

Preventing Fraud: Common Scams & How to Avoid Them

In an attempt to curb fraud, we have compiled some common scams, as well as tactics to avoid them.

401K Contributions: What you need to know

The IRS recently announced an increase in the maximum amount you can contribute to your employer-sponsored retirement plan in 2023.

October Market Update 2022

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the markets in October 2022.

Financial Horror Stories

Making mistakes when it comes to your finances is perfectly normal, however, when it comes to these horror stories, the impact can be significant, and frankly, quite scary.

Social Security Update: Cost of Living Adjustment

If you receive Social Security benefits, you can expect them to be boosted by 8.7% in 2023. This cost-of-living adjustment (COLA) was announced by the Social Security Administratio

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.

July to September 3-Minute Market Update 2022