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The Blakeley Group, Inc.

  (408) 459-4911  info@theblakeleygroup.com
 

The Blakeley Group, Inc.

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Wealth Management Insights

Is Your Pet Part of Your Estate Plan?

Submitted by The Blakeley Group, Inc. on February 3rd, 2024

 

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Insurance: Could You Have Too Much of a Good Thing?

Submitted by The Blakeley Group, Inc. on November 26th, 2023

Insurance

 

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Here’s Why You May Need to Update Your Estate Plan

Submitted by The Blakeley Group, Inc. on October 30th, 2023

Here’s Why You May Need to Update Your Estate Plan

 

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It May Be Time to Give Your Wealth Plan a Stress Test

Submitted by The Blakeley Group, Inc. on September 25th, 2023

It May Be Time to Give Your Wealth Plan a Stress Test

 

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Five Big In-Retirement Money Mistakes—and How to Avoid Them

Submitted by The Blakeley Group, Inc. on August 26th, 2023

Wealth Management Insights

 

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It’s Time To Address the Financial Literacy Problem. Here’s How.

Submitted by The Blakeley Group, Inc. on July 19th, 2023

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Five Big Asset Protection Planning Mistakes—and How To Avoid Them

Submitted by The Blakeley Group, Inc. on June 25th, 2023

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Solo After 50: Navigating a “Gray Divorce”

Submitted by The Blakeley Group, Inc. on May 23rd, 2023

 

Bill and Melinda Gates weren’t a typical couple. But they are part of an increasingly common trend: divorce among people over the age of 50.

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What Are Your Biggest Financial Concerns?

Submitted by The Blakeley Group, Inc. on April 17th, 2023

Wealth Management Insights

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When Financial Uncertainty Rears Its Ugly Head

Submitted by The Blakeley Group, Inc. on March 26th, 2023

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The Blakeley Group, Inc.

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com
DISCLAIMER: The Blakeley Group, Inc. is a registered investment adviser in California, Oregon, and Washington State.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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