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. 

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January Newsletter

Watch Out for These Financial Pitfalls in the New Year

Outlook 2021

Where We Are and Where We’re Headed

Year-End Planning Strategies

The window of opportunity for many tax-saving moves closes on December 31!

Family Finance Meetings

Holiday gatherings are an opportunity for families to schedule and discuss financial well-being.

December Newsletter

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

25th Anniversary Video

Take a look at our anniversary video featuring some of our wonderful clients and team members.

Tap and Go: Understanding Mobile Payments

Purchasing items with your phone may seem complex, but getting started is much easier than you may think.

Creating a Holiday Budget

Do you ever wonder where your money goes? Especially around the holidays? Well, you are not alone.

November Newsletter

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

Best Practices When Saving For Retirement

It is “Save for Retirement Week” and one of the most important steps in saving for retirement is to start as early as possible.