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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. 

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Stock Market Risks in the Spotlight

Take a closer look at some specific types of investment risk that could influence individual stock prices and/or cause broader stock market swings during the second half of 2021.

Traits of Millionaire Women

How does a millionaire woman look? Well, millionaires – women and men – come in all shapes and sizes. 

Beneficiary Planning: What You Need to Know

Designating a beneficiary on retirement accounts is one of the most important—yet one of the most frequently neglected—retirement and financial planning tasks.

July Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

Mortgage and Debt Rules of Thumb

Borrowing is convenient, allowing you to purchase big-ticket items with less out-of-pocket cash. But how much mortgage debt can you afford?

Five Money Tips: Shopping for a Mortgage

Shopping for a mortgage can be daunting. Follow these five tips to help you find a suitable mortgage for your circumstances.

June Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

Family Financial Wellness

What is family financial wellness? Simply put, it is how you and your family, together, prepare for the future. 

May Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference?