Choosing the right financial advisor can be one of your most important decisions in retirement. We believe that before you pay someone a dollar in fees or trust them with a penny of your nest egg, you should understand exactly how they can help you achieve your retirement goals. To help potential clients make an educated and informed decision about our firm, we’ve designed a no-cost, no-obligation process we call our SIMPLY RETIREMENT Roadmap? Process. The first step in this process is a 15-minute initial call to answer your questions, to see if we are potentially a good fit for each other, and to explain in greater detail our process for helping you evaluate our firm. #SimplyRetirementRoadmap #KeepingRetirementSimple
Blake Wealth Management
金融服务
McKinney，Texas 386 位关注者
Retirement Planning for Women Over 55 | ??? The Simply Retirement Podcast
关于我们
Retirement planning for women over 55. Whether you are divorced, widowed, or simply ready to take control of your financial future, you deserve a strategy that provides dignity and independence throughout retirement. As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision-making process as much as possible. We developed our Simply Retirement Roadmap? Process to help you make an educated and informed decision as to whether we are the right firm to guide you through retirement. However, as we work through this process together, it will also give you a framework for evaluating other firms you may be considering. Get your own Simply Retirement Roadmap? to determine the following: 1. Can you afford to retire? 2. Are you overpaying your taxes? 3. Can your portfolio be improved? 4. Can you eliminate or at least reduce your primary risks in retirement? Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
- 网站
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https://www.blakewealthmanagement.com
Blake Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- McKinney，Texas
- 类型
- 私人持股
- 创立
- 2020
- 领域
- Retirement Planning、Retirement Income、Tax Planning、Investment Management、Social Security Maximization、Insurance Optimization、Women and Retirement和Estate Planning
地点
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主要
获取路线
201 W Virginia St
Suite 102
US，Texas，McKinney，75069
Blake Wealth Management员工
动态
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?? What happens when life throws you a curveball? Picture this: you’ve just had a major surgery and spent weeks in rehab. Now, you’re home, but getting out of bed or walking to the bathroom feels like climbing a mountain. Many assume that Medicare or health insurance will step in to cover these moments, but that’s not the case. Medical insurance helps with hospital stays and surgeries, but what about the everyday tasks—like bathing, dressing, or simply moving around the house? That’s where long-term care comes into play. It’s designed to fill the gap when you need help the most. It’s never too early to think about how you’ll manage the care you may need. Don’t let these challenges catch you off guard—understand your options and make sure your future is protected. TUNE IN NOW ?? https://bit.ly/3Z4u5Cc #SimplyRetirement #Podcast #RetirementPlanning #SimplyRetirementPodcast #WomenAndRetirement #LongTermCare #HealthCareGaps #AgingWell #CareSupport #MedicareReality #LifePlanning #CaregivingSupport #WomenAndFinance #FutureReady
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Happy Thanksgiving from Blake Wealth Management!!
Guess Who’s Back?? Back Again! Its Thanksgiving week and that means the whole gang is back in the office and heading out on the road. The Buttercream Gang! The Smooth Operator! The Drunken Nut! Drop Dead Gourdgeous! The Dapper Apple! And last but definitely not least.. weighing in at a ROBUST 5 pounds.. THE LORD OF THE PIES!! Thank you to all of our clients. It is truly our honor to play a role in bringing your family together as you are such a valued part of our family. Happy Thanksgiving from Eric Blake, CFP?, Dawn Blake, and all of Blake Wealth Management. Thank you again to Emporium Pies for helping make this an amazing experience once again this year.
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?? What happens when Medicare doesn't cover the care you actually need? Many people assume that Medicare or health insurance will take care of everything, but that’s not the case when it comes to long-term care. Everyday tasks like getting out of bed, bathing, or eating often require extra help as we age—and this help isn’t covered by traditional health insurance. That’s where long-term care insurance comes in. It’s designed to step in when medical insurance falls short, covering the care that helps you live day-to-day with dignity and comfort. Planning for the future means understanding these gaps and making sure you’re covered when the time comes. Don’t wait until it’s too late—start thinking about your options now. ?? Want to learn more? Let’s discuss how long-term care planning can fit into your overall strategy. https://bit.ly/3Z4u5Cc #SimplyRetirement #Podcast #RetirementPlanning #SimplyRetirementPodcast #WomenAndRetirement #LongTermCare #FinancialSecurity #Caregiving #FuturePlanning #AgingWell #WomenAndFinance #Healthcare #MedicareGaps #ExtendedCareSolutions
#35 - The Good, the Bad, and the Truth About Paying for Long-Term Care: Part 2
thesimplyretirementpodcast.com
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Did you know long-term care can cost between $5,000 to $10,000 per month? ?? For many women approaching retirement, caregiving for themselves or loved ones can become a significant financial burden. In this episode of the Simply Retirement Podcast episode, long-term care professional Nancy Dykeman joins Eric Blake, CFP? to share insights on why planning for extended care is essential. Discover how to safeguard your finances through proper preparation. https://bit.ly/SR_EP34 #SimplyRetirement #Podcast #RetirementPlanning #SimplyRetirementPodcast #WomenAndRetirement #Caregiving #LongTermCareCosts #PlanAhead #FinancialWellness
#34 - The Good, the Bad, and the Truth About Paying for Long-Term Care: Part 1
thesimplyretirementpodcast.com
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When we think about future planning, extended care often gets overlooked. But the reality is, as we live longer, the chances of needing care increase—and that’s something we can’t afford to ignore. Have you asked your advisor about a plan for extended care? It’s not just about safeguarding your assets; it’s about ensuring that you and your loved ones are prepared for the challenges ahead. Don’t wait for the conversation—start it. https://bit.ly/SR_EP34 #SimplyRetirement #Podcast #RetirementPlanning #SimplyRetirementPodcast #WomenAndRetirement #FinancialPlanning #LongTermCare #FamilyPlanning #EstatePlanning #FutureReady #PlanningAhead #Caregiving
#34 - The Good, the Bad, and the Truth About Paying for Long-Term Care: Part 1
thesimplyretirementpodcast.com
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Planning for retirement is about more than just saving—it’s about preparing for the unexpected, including the rising costs of long-term care. In this episode of Simply Retirement, Nancy Dykeman, a long-term care professional with over 45 years of experience, sheds light on how caregiving can impact women over 55, both financially and emotionally. If you haven’t included extended care in your retirement plan, now is the time. Learn practical strategies to protect your future and your family. https://bit.ly/SR_EP34 #SimplyRetirement #Podcast #RetirementPlanning #SimplyRetirementPodcast #WomenAndRetirement #LongTermCare #Caregiving #FuturePlanning
#34 - The Good, the Bad, and the Truth About Paying for Long-Term Care: Part 1
thesimplyretirementpodcast.com
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Episode 35 and part 2 of our series on strategic long-term care planning with Nancy Dykeman is live.
When it comes to planning for retirement, many overlook one of the biggest financial threats—long-term care costs. Most assume that Medicare or health insurance will cover their needs, but the reality can be a costly surprise. In part 2 of our series, Nancy Dykeman again joins Eric Blake, CFP? on the Simply Retirement Podcast to share eye-opening insights on the financial realities of extended care, offering practical strategies to help protect your assets and secure your financial future. From debunking common Medicare myths to offering actionable solutions, this conversation is a must-listen for anyone looking to safeguard their retirement. ?????? ????????????????????: ●????Debunking Medicare Myths: Learn why Medicare doesn’t cover essential non-medical care, like help with bathing or feeding, and how these misunderstandings can lead to financial challenges. ●????The Rising Challenges of Long-Term Care: With longer life expectancies, more people need care due to illness or cognitive decline. Nancy outlines why planning is essential to handle these unexpected costs. ●????Smart Care Planning: Discover how a hybrid approach of self-funding and long-term care insurance can protect your assets without over-insuring. ●????Managing Costs: The cost of long-term care can seem overwhelming, but Nancy offers practical tips for choosing policies that cover 3-4 years of care with inflation protection to keep up with rising costs. ●????Flexibility in Insurance: Explore insurance options that allow flexible payment methods, including upfront payments and annuities, to suit your unique financial situation. ●????And much more! ? ???????????????????? ??????????????????: ? ●????Develop a Long-Term Care Plan: Having a plan—whether through self-funding, insurance, or a combination—reduces family stress and ensures you receive the care you need. ●????Explore Flexible Insurance Policies: Look into policies with inflation protection and customizable payment options that align with your financial situation. ●????Start Planning Early: The earlier you begin, the better your rates and coverage options. Aim to start by age 40 to ensure your retirement remains secure ? This episode provides vital insights for women approaching retirement, empowering them to take control of their future and avoid the financial pitfalls of long-term care.
The Good, the Bad, and the Truth About Paying for Long-Term Care: Part 2
Eric Blake, CFP?，发布于领英
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Have you ever considered what happens when one partner in a couple needs care? Often, the burden falls on the other, and the emotional and physical toll can be immense. Over time, both may end up needing care—and without a plan in place, the financial impact could be significant. Next time you're meeting with your advisor, ask: What have we set aside for extended care? It’s not just about protecting your income or assets—it’s about protecting your future, your loved ones, and your legacy. Are you prepared? https://bit.ly/SR_EP34 #SimplyRetirement #Podcast #RetirementPlanning #SimplyRetirementPodcast #WomenAndRetirement #FamilyPlanning #LongTermCare #FinancialWellness #EstatePlanning #Caregiving #FutureReady #PlanningAhead #LegacyProtection
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Planning for the future isn’t just about finances—it’s about family. When someone you love needs full-time care, the emotional and physical toll can be immense. But have you thought about what happens if you’re the one who needs care? Without a plan, the burden can shift unexpectedly, leaving loved ones unprepared. Creating a roadmap today ensures that both you and your family are taken care of, no matter what happens tomorrow. Have you had the conversation yet? https://bit.ly/SR_EP34 #SimplyRetirement #Podcast #RetirementPlanning #SimplyRetirementPodcast #WomenAndRetirement #FamilyPlanning #Caregiving #EstatePlanning #FutureReady #PlanningAhead #LongTermCare #FamilySupport #HealthAndWellness