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Beneficiary Designations: 9 Questions for Retirement Planning

Learn nine questions to ask during a beneficiary designation review so your retirement accounts, ...

Blake Wealth Management

September 16, 2026

Maximizing Social Security Benefits: Is Investing Early Retirement Payments Better Than Delaying ...

Is starting Social Security benefits early and investing those payments better than delaying bene...

Eric Blake

September 1, 2026

Inherited IRA Options for a Surviving Spouse: What to Consider Before Moving the Money

A surviving spouse can keep an inherited IRA or move it into her own IRA. Learn how age, taxes, h...

Blake Wealth Management

September 1, 2026

The Great Wealth Transfer: Why Women Are Poised to Lead a Financial Transformation

The Great Wealth Transfer will put $30 trillion in women's hands by 2030. Learn how women approac...

Eric Blake

September 1, 2026

Should I Buy an Annuity? Six Questions to Ask Before You Decide

Should you buy an annuity? Start with six questions about your retirement goal, alternatives, gua...

Blake Wealth Management

September 1, 2026

How Are Annuities Taxed? Start With Where the Money Came From

Learn how qualified and nonqualified annuities are taxed, how withdrawals differ from annuity pay...

Blake Wealth Management

September 1, 2026