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

Digital recordkeeping on the cloud means more storage space, easy access, and less vulnerability to inadvertent destruction. But the questions of what to keep and for how long feel just as confusing as ever. 

The Pinwheel of Financial Wellness

Our pinwheel of financial wellness highlights the key areas we cover to create a comprehensive plan for every client at Blakely Financial.

Choosing Your Power of Attorney

These key considerations and questions will guide you through choosing your Power of Attorney, a critical aspect of your long-term financial planning.

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.

Holiday Conversation Topics

There are so many important financial planning topics that can and should be discussed.  Here are some topics of conversation to have across all generations of the family.

Planning Life’s Biggest Vacation: Estate Planning

Part of planning for ‘life’s biggest vacation’, aka retirement, involves not only making sure you are saving money to help make your goals and dreams come true, but also planning in the event that something happens to you. It is never pleasant to think about, but preserving all that you have worked for is very important.

Estate Planning Documents

A well-thought-out estate plan can help manage and preserve your assets during life as well as protect your loved ones by conserving and directing distribution of assets at death.

Do I Need Estate Planning?

A good estate plan includes a strategy to manage your financial affairs and health care decisions in the event that you cannot.