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Year-End Finance Tips

Year-End Finance Tips

As we approach year-end, now is a great time to take advantage of several end-of-the-year financial planning tips that you may have been procrastinating on. Watch now for tips from

Q3 Market Update Blakely Financial Steve LaFrance

Q3 Market Update

Watch our latest video for more insights into how the markets have performed in the last quarter!

Women Face Challenges in a Post-Pandemic World Emily Promise Blakely Financial

Women Face Challenges in a Post-Pandemic World

Now that the U.S. economy is picking up steam, women need to re-examine their retirement planning strategies. If you need to make up lost ground, consider the following tips.

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Following the Inflation Debate Steve LaFrance Blakely Financial

Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008. Was the "base effect" to blame?

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High Deductible Health Plan Robert Blakely Blakely Financial

Is a High-Deductible Health Plan Right for You?

If you are considering enrolling in an HDHP or already enrolled in one, here are some factors to consider when comparing an HDHP to a PPO.

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BFI September Market Update Thumbnail

September Market Recap

Markets continued to rally in August, with all three major U.S. indices setting record highs. What does the recent surge in COVID-19 cases mean for the markets moving forward?

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Rightsizing or Downsizing

Rightsizing or Downsizing Pre-Retirement

If you're thinking about downsizing or right-sizing your home prior to retirement, you're not alone. Watch for insights on how selling your home can affect your finances.

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College Application and Financial Aid Calendar

Senior year is the time when many college decisions need to be made. The following calendar is a general overview of the application and financial aid process.

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Grandparent 529 Plans Get a Boost Under New FAFSA Rules

529 plans are a favored way to save for college. A new law streamlines the FAFSA and makes changes to the formula that's used to calculate financial aid eligibility.

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Money Lessons for College Students

How are you preparing your children for lifelong financial success through their college experience?

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