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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2024 Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on 2024 in 3 minutes.

Year in Review: Financial News

From tax adjustments to policy changes and trends, these key financial updates have posed both challenges and opportunities throughout 2024.

Securing Your Legacy: Questions to Guide Your Family Business Succession and Transition

Family business succession planning involves more than just passing the baton. These questions can help guide your family through the process.

December Market Update 2024

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

November Market Update 2024

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

5 Financial Frauds to Watch Out For

From phishing scams to tax fraud, discover five financial frauds to watch out for and tips on how to avoid them.

Tax Benefits of Charitable Giving

Explore the various tax benefits of charitable giving to help you make informed decisions supporting both your community and your financial future.

Beware of the Financial Skeletons in Your Closet

We all have financial habits or forgotten accounts hiding in the shadows, going unnoticed until they start causing trouble. Uncover smarter ways to grow and maintain your wealth.

October Market Update 2024

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

Your Financial Planning Roadmap

Explore the various phases of your financial planning roadmap and the actions you can take within each stage to secure your financial future.