Wealth Management Insights
Wealth Management Insights is The Blakeley Group, Inc.'s monthly lineup of informative articles addressing a variety of topics.
Should an article touch on key concerns for you and your family, be it your current needs or future goals, or if you simply want more information on a topic, call us for an appointment.
Three Key Elements of Smart Estate Planning
What will happen to your assets—and your loved ones—after you’re gone? If you’ve got an estate plan with three main components in place, you and your family may be well positioned.
When Is an Advisor an Elite Wealth Manager?
The term “wealth manager” is used a lot these days. But are all those who claim to be wealth managers really living up to their titles? And what if you want to work with a wealth manager who is truly elite? Here’s how you can do your homework.
Six Keys to Optimizing Your Health, Longevity and Well-Being
It’s pretty safe to say that everyone wants to experience optimal health, energy and well-being. It’s also pretty safe to say that most of us know the steps we should be taking to enjoy those benefits—but that we too often don’t bother.
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.
Smart Money Moves to Make While You’re Still Mentally Sharp
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
We’re living longer than ever. That means your wealth may need to see you through what could be an extremely lengthy retirement. Check out how longevity planning can help position your finances for the long haul.
Wealth Planning for Age 90, 100—and Beyond
We’re living longer than ever. That means your wealth may need to see you through what could be an extremely lengthy retirement. Check out how longevity planning can help position your finances for the long haul.
A Wealth Planning Process for Pursuing Success On Purpose
When it comes to managing wealth, it’s pretty rare to stumble into success. We find the most successful individuals and families employ a specific process that is designed to anticipate hurdles and achieve desired outcomes.
Finding Advisors Who Are Truly Client-Centric
When your advisors know you—really know you as a person and not just as some numbers—they can better help you achieve financial and other goals that are deeply meaningful to you and your loved ones. Here’s what truly client-centric advisors do to bring real value to your life.
Do You Know Your High-Net-Worth Personality?
When you know what type of investor you are and what drives your decisions, you can take an important step: Finding professionals to work with who “get” you and understand your motivations. Here’s how to identify your high-net-worth personality.
Financial Planning for a Special Needs Child
The challenges of raising a special needs child can feel monumental. Fortunately, there are a number of financial planning strategies and solutions that can potentially help parents navigate a path through the uncertainty.
Transferring Values – Not Just Wealth – to Your Heirs
Too often, inheritors are given family money but not the family values that helped that money grow and helped the family thrive. Here are some ways you can instill key lessons and values among your heirs before they inherit your wealth.
A Wall Around Your Wealth: The Importance of Asset Protection
Being wealthy and successful can put a target on your back for frivolous lawsuits. Asset protection planning can help you better safeguard your wealth. Check out some foundational asset protection strategies.
