Social Security: Key Factors to Consider
Learn about when and how to claim Social Security and how to integrate this benefit into a broader financial plan for long-term confidence.
Navigating Divorce with Financial Confidence
As difficult as divorce can be, having a clear financial strategy can help you regain control, protect your assets, and plan for the next chapter of your life with confidence.
Strategic Education Funding: Advanced Approaches
Learn about several advanced approaches families can consider when building an education funding plan that aligns with their long-term goals.
Education Planning for the Next Generation: Strategic Wealth Transfer and 529 Investments
Whether thinking about your children’s future or your grandchildren’s, education planning is a strategic and meaningful way to pass on wealth, values, and financial stability.
Financial Planning for Medical Professionals
Learn more about key priorities in financial planning for medical professionals throughout each phase of your career.
Celebrating 30 Years of Blakely Financial
As we celebrate 30 years of Blakely Financial, we look forward to the next 30 years of growth, innovation, and continued service as a trusted financial partner.
Green Flags vs. Red Flags in Money Management
Break down money management habits that can help set you up for long-term success or hurt your financial future.
SECURE 2.0 Act: Key Changes to Your Retirement Planning
Learn more about the key changes to the SECURE 2.0 Act taking effect this year and how they can impact your retirement savings strategy.
Tax Day is Almost Here: What You Should Be Doing Now
Tax Day is just around the corner! Here’s what you should be doing now to help avoid last-minute stress and even help maximize your refund.
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.