Financial Planning Tips: From Residency to Retirement

Medical training prepares you to treat complex clinical cases —but often your education does not include financial planning topics.
The Million-Dollar Question: How Much Do You Really Need to Retire?

If you’ve ever wondered how much you need to retire, you’re not alone. If you Google this question, you’ll find a wide range of answers. So, how much do you need to retire?
Lifestyle and Wealth: Aligning Personal Goals with Your Financial Plan

At Blakely Financial, we believe a financial plan should reflect your values, lifestyle, and long-term goals as much as your financial data.
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.
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.
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.
December Market Update 2023

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
What Does the Silicon Valley Bank Collapse Mean for Investors?
Americans have suddenly witnessed three very large bank failures in only a few days’ time. Is another financial crisis on the horizon? The short answer is no.
January Market Update 2023

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Love & Finances: How to Invest as a Couple

You may be risk averse, while your spouse may be comfortable investing more aggressively — or vice versa. How can you bridge that gap?