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Customized Financial Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. Blakely Walters Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations.

Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. Take the first steps towards improving your finances by beginning our secure fact finder.

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Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

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It's important to understand how inflation is reported and how it can affect investments.

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Can you keep up with your children’s mobile slang?

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Good Ship IPO

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