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.
Tis the Season: End-of-Year Tax-Saving Strategies

Explore end-of-year tax-saving strategies you can take advantage of before the year-end deadline to improve your financial picture in the upcoming year.
Giving Tuesday: The Power of Charitable Giving

Giving Tuesday, a global generosity movement, encourages charitable giving on the Tuesday after Thanksgiving, and every day, each year.
National Entrepreneurship Month: Managing Irregular Income and Retirement Options When You’re Self-Employed

National Entrepreneurship Month recognizes entrepreneurs’ unique financial challenges. Learn about managing irregular income and retirement options when you’re self-employed.
October Market Update 2023

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Monstrous Money Mistakes

It may be the season of spooky haunts and horrors, but don’t let these monstrous money mistakes lead you to the financial graveyard!
Debunking 5 Common Financial Planning Myths

These common financial myths often prevent individuals from engaging in financial planning, and we’re here to debunk them.
September Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Optimizing Your 401(k) Contributions

With National 401(k) Day approaching, explore why having one may be beneficial to your retirement and how to go about optimizing your 401(k) contributions.
Understanding Social Security Survivors Benefits

Explore how your Social Security retirement benefits can extend beyond your lifetime to support your loved ones as Social Security survivors benefits.