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Tax Season Scams Alert

With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring to meet all relevant tax deadlines. But in all the hustle and bustle, taxpayers also need to keep an eye on the risks, especially tax season scams.
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Will You Have Enough to Retire?

The number one question that our team gets asked is "Will I have enough or do I have enough to retire?" Here are some tips from Rob Blakely, CFP® to ensure you're retirement ready!
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What Does the Russia-Ukraine Crisis Mean for Investors?

What does the Russia-Ukraine crisis mean for investors?
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Will Your Assets Last As Long As You Do?

Do you know how long YOUR assets will last? Watch now for tips from Emily Promise, CFP®, on how to set yourself up for lasting success.
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Financial Planning is an Act of Love

When you think of Valentine's Day, you may not always think of financial planning, but we do! Consider giving a unique and lasting gift: a strong financial plan!
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February 2022 Market Update

After a strong close to 2021, markets pulled back to start the year, explains Blakely Financial's Stephen LaFrance in February’s Monthly Market Update video!
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Groundhog Day • Stop Repeating Financial Mistakes

Are you repeating the same financial missteps over and over? Check out our latest video from Emily Promise, on how to get out of the Groundhog Day loop with your money this year!
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When Two Goals Collide: Balancing College and Retirement Preparations

What can you do to help your child (or children) receive a quality education without compromising your own retirement goals?
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A Look Back at the 2021 Markets

Happy New Year! So much has happened in 2021. Watch now for highlights and some items we're focused on as we transition into 2022.
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Building Blocks for Financing College with Less Debt

Financing a college education with the least debt involves putting together various resources in the most favorable way for your family.
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