Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. What’s the one thing your family still gets way too much pleasure out of teasing you about? This year marks the 50th anniversary of Rocky, and it just so happened that a full Rocky marathon was on this past weekend. In our house, that movie has been a long-running joke—specifically with my wife and kids. Anytime Rocky was on...
11 days ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. As I shared last week, we celebrated our granddaughter’s second birthday this past weekend, and this photo was just too great not to share 😀 If you look closely, you’ll see it was a full-on Baby Shark birthday (or, as she calls them, “Doo-Doo’s”). This picture was taken as she was eating her very own birthday cupcake. She...
18 days ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. The last two weeks have been extra special with our granddaughter spending them with my wife, Dawn and me. 💕 From morning giggles to running around the yard, her favorite thing has been picking her little yellow flowers from the nearby fields — a simple joy we’ll never forget. Today we take her back home just in time to...
25 days ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Happy New Year—and welcome to 2026. A new year often brings a mix of optimism and uncertainty, especially when it comes to money. And this year is no exception. There are several changes already in motion that will impact tax and retirement planning in 2026, and it’s completely normal to wonder how—or if—you should be...
about 1 month ago • 4 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. As this week’s newsletter goes out, I’m celebrating another trip around the sun—and it has me reflecting on just how much has changed over the past year. It’s been one of the most meaningful years of my life, both personally and professionally. At Blake Wealth Management, we’ve continued our mission of empowering women to...
about 2 months ago • 4 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Listening to “they” is risky — and not just when it comes to investment tips or stock market opinions. This week was a good reminder that “they say…” advice can cause real problems in areas far beyond the markets. Two different clients made decisions based on what they said you “had to do,” and both situations could have led...
about 2 months ago • 4 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that.. Retirement is not the end of the road; it is the start of a new journey. I’m excited to share some big news with our Simply Retirement community — our son, Eric Blake, has officially joined the Blake Wealth Management team. Eric joins us as a Paraplanner, supporting the development of financial plans, assisting with investment research and portfolio management, and contributing to the...
about 2 months ago • 3 min read
Good morning, Simply Retirement Community! Welcome to our weekly newsletter that reminds us that.. Retirement is not the end of the road; it is the start of a new journey. Each week, in our "Retirement Toolbox", we share a helpful guide or checklist to help you plan for a successful retirement (See below for this week's free retirement guide, "What Issues Should I Consider When Reviewing My Investments?" 👇). However, with Thanksgiving week underway, we wanted to share a fun Thanksgiving Guide...
2 months ago • 3 min read
This week, our family is celebrating a very special birthday — my son, Eric. Many of you have heard me share stories about the important women in my life, but today I want to shine a light on someone who continually inspires me. The first photo is from our trip to Italy just over two years ago — one of my favorite memories together. The second is from his 2024 Ironman competition, where he accomplished one of the most incredible physical and mental feats I’ve ever witnessed. His middle name,...
2 months ago • 3 min read