Three Key Elements of Smart Estate Planning
Submitted by The Blakeley Group, Inc. on December 24th, 2022
Wealth Management Insights
When Is an Advisor an Elite Wealth Manager?
Submitted by The Blakeley Group, Inc. on November 27th, 2022
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For others, the use of the term is essentially a marketing strategy.
Six Keys to Optimizing Your Health, Longevity and Well-Being
Submitted by The Blakeley Group, Inc. on October 23rd, 2022
Smart Money Moves to Make While You’re Still Mentally Sharp
Submitted by The Blakeley Group, Inc. on September 25th, 2022
As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in our best interests.
Safeguarding Assets from an Ex-Spouse
Submitted by The Blakeley Group, Inc. on August 24th, 2022
Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce.
Wealth Planning for Age 90, 100—and Beyond
Submitted by The Blakeley Group, Inc. on July 26th, 2022
“Here’s to a long life, and a merry one…”
A Wealth Planning Process for Pursuing Success On Purpose
Submitted by The Blakeley Group, Inc. on June 20th, 2022
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles stand—or could stand—in your way.
Finding Advisors Who Are Truly Client-Centric
Submitted by The Blakeley Group, Inc. on May 27th, 2022
Do You Know Your High-Net-Worth Personality?
Submitted by The Blakeley Group, Inc. on April 22nd, 2022
Key Takeaways:
- There are nine distinct high-net-worth personality types.
- Many affluent investors are Family Stewar
Financial Planning for a Special Needs Child
Submitted by The Blakeley Group, Inc. on March 4th, 2022
