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Wealth Management Insights

Choosing an Executor for Your Estate

Submitted by The Blakeley Group, Inc. on September 24th, 2020

Choosing an Executor for Your Estate

 

Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die.

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Buy Experiences, Not Stuff. Here’s Why.

Submitted by The Blakeley Group, Inc. on August 26th, 2020

 

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being.

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Preparing Heirs for Their Inheritance

Submitted by The Blakeley Group, Inc. on July 22nd, 2020

 

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The Importance of Stress Testing Your Wealth Strategies

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

 

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth.

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Reclaim Your Time: Finding the Right Work-Life Balance

Submitted by The Blakeley Group, Inc. on May 21st, 2020

 

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The Four Types of Financial Advisors: Which one should you work with?

Submitted by The Blakeley Group, Inc. on April 24th, 2020

 

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The Blakeley Group, Inc.

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
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  •   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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