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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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The Benefits of Investing in a Second Home

Whether it's a beachfront condo, a mountain cabin, or a house in a serene village, discover the multifaceted benefits of investing in a second home.
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June Market Update 2024

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

Explore the full potential of 529 plans and delve into how you can leverage them to invest in your child’s future at every stage of their education.
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May Market Update 2024

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Investing in Your Graduate’s Future: Planting Seeds for Long-Term Success

Explore strategies for investing in your graduate’s future, including Roth IRAs and 529 plans for lasting success.
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Quiz: How Financially Literate Are You?

Are you ready to see how financially literate you are? Dive into our Financial Literacy Month quiz and put your knowledge to the test!
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Key Updates on the Economy & Markets

Stocks continued their upward trajectory in early 2024. The S&P 500 returned more than 10% for a second consecutive quarter, setting multiple new all-time highs along the way.
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April Market Update 2024

Join Stephen LaFrance, CFP®, AIF®, ChSNC®, MBA as he updates you on this year’s first quarter.
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Financial Literacy Month: Our Favorite Podcasts

Check out these podcasts to boost your financial wisdom so you can make informed and effective financial decisions this Financial Literacy Month.
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Managing Finances in a Blended Family

Explore key considerations for managing finances in a blended family to set the stage for a prosperous and harmonious financial future.
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