Understanding 401(k)’s

A 401(k) plan is a company-sponsored retirement plan that eligible employees can contribute a portion of their salary into a variety of investment options.
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.
All About ROTH IRAs

As you work and plan for your financial future, a possible strategy for savings is a Roth IRA. A Roth IRA is a retirement savings account that allows your money to grow tax-free.
What is a Traditional IRA?

Practically anyone can open and contribute to a traditional IRA. The only requirement is that you must have taxable compensation.
Tips For Spring Cleaning Your Financial Life

Many families are spending more quality time together by cooking in the kitchen, taking long walks with family and pets, and making other memories that will last a lifetime.
Chartered Special Needs Consultant®, ChSNC® Designation

When I embarked on my career change in 2007 to become a financial planner, I did so to help make a real difference in the lives of people who worked with me.
A Message From Robert Blakely

Please see a video message from Robert Blakely on behalf of the team at Blakely Financial, Inc. We appreciate your trust and confidence. Know that we are here for you.
Invest Like A Woman

As women, we have financial needs that are unique to our situation in life. Perhaps you would like to purchase your first home.
Finding Perspective Amid Coronavirus Concerns

We recently saw one of the worst weeks in history for the stock market, followed by the best single-day rally for the Dow Jones Industrial Average in anticipation of a rate cut fro
Money Lessons for Women Millennials

Being a woman who is in her 20s, I personally have been introduced to the realities of adulthood and I am sure you can relate if you are around that 20-30 year old mark.