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Our first priority is you. We are committed to understanding your personal situation to provide you with financial clarity, insight, and guidance to make informed decisions. Explore how Blakely Financial can work with you to achieve your financial goals.
Our Resources
July Market Update
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Building a Philanthropic Legacy: Making a Meaningful Impact
By leveraging your financial resources as a high earner, you can begin building a philanthropic legacy and make a meaningful impact for generations to come.
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Securing Your Future: Tips for a Successful College Planning Journey
Whether you’re considering having children or you have teens nearing college age, we are here to equip you with essential knowledge and guidance for success in education planning.
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Electing Delayed Social Security Retirement Benefits
Whether you want to work longer because you enjoy it or want higher retirement benefits when you finally do retire, explore electing delayed social security retirement benefits.
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Wealth Management for Enjoying Life: Balancing Lifestyle and Financial Goals
Wealth management goes beyond accumulating money and assets – it’s about balancing lifestyle and financial goals. Explore how to find this balance.
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The Benefits of Owning Property
June is National Homeownership Month, making it a great time to explore the benefits of owning property like building wealth and improved financial security.
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May Market Update
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Managing Your Wealth: Tips for High Earners to Build and Maintain Wealth Over Time
With a unique set of financial challenges, it is important for high earners to have effective wealth management strategies in place to build and maintain their wealth.
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Planning Life’s Biggest Vacation: Setting Retirement Goals
Discover tips for planning life’s biggest vacation – retirement! Learn about the importance of setting retirement goals and practical tips to achieve a secure and fulfilling post-w
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Decoding the Debt Ceiling Crisis: An Update
We’ve discussed the debt ceiling crisis in past articles, and now it’s back in the headlines. What does this mean, and why are we watching it now?
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