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.
Caring for Aging Parents

Today, individuals are living longer than ever before, and therefore it is important to be prepared for these later years.
National Nonprofit Day: How Blakely Financial Gives Back

As National Nonprofit Day approaches, learn more about our favorite local organizations and how the Blakely Financial team gives back.
Retirement Planning for Dads at Every Stage

As Father’s Day approaches, explore retirement planning for dads and what this may look like at each career stage, ensuring a smooth transition to a financially secure retirement.
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.
April Market Update 2024

Join Stephen LaFrance, CFP®, AIF®, ChSNC®, MBA as he updates you on this year’s first quarter.
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.
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.
2024 Financial Planning Tips & Updates

At the start of a new year, it is critical to reevaluate your financial strategies and consider changes in regulations that may impact your financial well-being.
Your Guide to Year-End Financial Planning

With the new year coming quickly, it’s crucial to reevaluate your financial objectives. Explore four areas to consider in your year-end financial planning.