We’re excited to welcome my daughter, Kaitlyn Blake-Lolliot, as our new Director of Operations at Blake Wealth Management beginning tomorrow, August 1st.

Kaitlyn brings a natural talent for organization, communication, and client service to the role. She will oversee day-to-day operations, including managing client scheduling, coordinating transaction requests, streamlining internal workflows, and ensuring a seamless experience for every client. With a deep commitment to upholding the personal, relationship-first culture that defines our firm, Kaitlyn is dedicated to supporting both our clients and team with efficiency, care, and professionalism.

And yes, she also happened to produce the sweetest granddaughter ever 😀!

Please join me in welcoming her to our team.

Divorce is difficult enough without letting confusion over Social Security take a toll on your future income.

In this episode of The Simply Retirement Podcast, I explain the essential Social Security strategies every divorced woman should know, from the ten-year rule to remarriage traps.

I highlight true stories of women who faced preventable financial setbacks and how proper planning could have saved them thousands.

On this week's episode we discuss:

• Understanding the 10-year marriage rule for eligibility on an ex-spouse’s Social Security record
• How the timing of claiming benefits, including the impact of claiming early, can affect your lifetime income
• The effects of remarriage, before and after age 60, on eligibility for both spousal and survivor benefits
• The distinction between ex-spousal and survivor benefits, including how and when you can switch between them​
• Why consulting a financial advisor or certified divorce financial analyst can help you avoid costly mistakes and make the most of your options

Did you miss it? You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app. ​​​

• ​Episode 63 Transcript​
• ​#62 - Gray Divorce and Retirement: How Collaborative Divorce May Protect Your Financial Future with Jill Lowe​
• ​#47 - Three Game-Changing Social Security Strategies​
• ​Subscribe to the Simply Retirement Newsletter​
• ​Join the Simply Retirement Podcast Facebook Group​
• ​Ask a Question or Suggest a Topic for the Podcast​

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With the One Big Beautiful Bill Act now signed into law, I've attached our updated 2025 Key Financial Data Flyer, which has been revised to incorporate provisions from the new tax law.

Click the image to download your copy today.

​2025 Key Financial Data - Updated for OBBBA.pdf​

Don't forget to register for our upcoming webinar on the new tax bill! 👇

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Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃

Keeping Retirement Simple,

Eric Blake, CFP®

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All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.

This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

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.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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