Blakelock Financial Group, Ameriprise Financial

Blakelock Financial Group, Ameriprise Financial

A financial advisor practice of Ameriprise Financial Services, LLC

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Operating as usual

Timeline photos 03/17/2022

Happy St. Patrick’s Day!

Make a Plan for Your Parents' Care | Kiplinger 03/11/2022

Make a Plan for Your Parents' Care | Kiplinger

Many seniors and their adult children avoid talking about aging and long-term care planning. But sidestepping the issue can be risky. Use these tips to get the conversation started and ensure your family is prepared for whatever may lie ahead.

Make a Plan for Your Parents' Care | Kiplinger The ideal time to begin talking with your parents is before they need care.

Retirees: Go Ahead and Spend More in the Go-Go Years | Kiplinger 03/10/2022

Retirees: Go Ahead and Spend More in the Go-Go Years | Kiplinger

We talk a lot about return on investment. But what about return on time? In retirement, making the most of your time may be as important as making the most of your money.

Retirees: Go Ahead and Spend More in the Go-Go Years | Kiplinger To have a happy, successful retirement, you need to do more than maximize your return on investment, you need to maximize your return on time.

These are the 20 most common passwords leaked on the dark web — make sure none of them are yours 03/10/2022

These are the 20 most common passwords leaked on the dark web — make sure none of them are yours

Is your go-to password keeping you safe online?

These are the 20 most common passwords leaked on the dark web — make sure none of them are yours Mobile security firm Lookout has a new list of the 20 passwords most commonly found in leaked account information on the dark web. Some are surprisingly easy to guess.

Timeline photos 03/07/2022

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

Timeline photos 02/26/2022

Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek

How to Start Retirement Planning in Your 20s, 30s, 40s, and 50s 02/25/2022

How to Start Retirement Planning in Your 20s, 30s, 40s, and 50s

The earlier you start planning, the greater your chances of achieving your retirement goals. When did you start saving towards retirement?

How to Start Retirement Planning in Your 20s, 30s, 40s, and 50s Start where you are with what you have.

Timeline photos 02/25/2022

Many employers will match a certain amount of what you save in a retirement plan. If you don’t maximize the match, you're leaving money on the table. #AmericaSavesWeek

Investing in Stocks and Bonds 02/24/2022

Investing in Stocks and Bonds

Stocks and bonds: What’s the optimal mix? Together, we can create a personalized investment portfolio based on your goals, time horizon and investment risk tolerance.

Investing in Stocks and Bonds Learn about the benefits and risks of investing in stocks and bonds.

Timeline photos 02/24/2022

To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek

Retirees often make one big mistake with bonds. Here's what to avoid 02/23/2022

Retirees often make one big mistake with bonds. Here's what to avoid

Bonds may take on a bigger role in retirement, as investors look to hedge against a sharp decline in stocks. Here’s what retirees should watch for.

Retirees often make one big mistake with bonds. Here's what to avoid Half or more of a retiree's investments may be in bonds. Yet many investors are taking far too much risk, according to financial advisors.

Timeline photos 02/23/2022

An emergency fund can cover expenses you don’t plan for. Let’s work together and determine how much money you should set aside. #AmericaSavesWeek

Timeline photos 02/22/2022

What future goal are you saving for? #AmericaSavesWeek

02/16/2022

We provide personalized advice based on your goals, and no one else’s.

Timeline photos 02/14/2022

Happy Valentine’s Day to you and your loved ones!

Timeline photos 02/08/2022

Taking care of your financial future takes time and maintenance. Together, we can review your portfolio and adjust as needed.

Child tax credit: You need IRS letter 6419 for the rest of your money 02/04/2022

Child tax credit: You need IRS letter 6419 for the rest of your money

The expanded child tax credit from 2021 isn't over yet. Learn what Letter 6419 is and why you need it.

Child tax credit: You need IRS letter 6419 for the rest of your money Parents are set to receive the rest of their child tax credit money. Learn why you need a specific IRS notice to get it.

Understanding retirement accounts 02/04/2022

Understanding retirement accounts

An employer-sponsored retirement plan may be the foundation to your retirement savings, but you’ll likely need more than one type of retirement account. Let’s meet and discuss your options.

Understanding retirement accounts Learn about a variety of retirement accounts including employer-sponsored plans with employee contributions, pre-tax vs. Roth deferrals, employer-funded plans, individual retirement accounts (IRAs) and more.

Using an HSA to save for retirement – or as income now? Avoid these mistakes. 02/03/2022

Using an HSA to save for retirement – or as income now? Avoid these mistakes.

Do you use a health savings account as a retirement savings tool? Avoid these three big mistakes.

Using an HSA to save for retirement – or as income now? Avoid these mistakes. Whether you're participating in an HSA for the first time in 2022 or not, here are three big mistakes to avoid.

Conversations To Have Once Your Teen Starts Earning Money 01/28/2022

Conversations To Have Once Your Teen Starts Earning Money

If your teenager has started earning a paycheck, let’s sit down and introduce them to the importance of saving for both short-term goals, long-term goals, and unexpected expenses.

Conversations To Have Once Your Teen Starts Earning Money Money conversations are important, especially once your teen starts earning a paycheck. Uncover the best ways to discuss money-related topics with your kids.

Beneficiary review 01/28/2022

Beneficiary review

Choosing and maintaining the appropriate beneficiaries for your retirement accounts is an important part of legacy planning. Together, we can review your accounts to ensure they align with your estate plans.

Beneficiary review Picking the right beneficiaries ensures that you can leave the legacy you want for your loved ones. This guide can help you make more informed decisions.

01/24/2022

Feel more confident about your financial future with personalized financial advice.

Timeline photos 01/17/2022

Today we honor and remember Dr. Martin Luther King Jr., one of our nation’s most courageous advocates of equality and justice.

Timeline photos 01/17/2022

Over the long term, investing in equities can give you the greatest potential for growth—and a greater risk of loss. Let’s talk about how you can have the growth
potential of the markets with a level of protection from loss.

Timeline photos 01/14/2022

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. Let’s talk about how it fits into your retirement strategy.

Why a Roth IRA is the best retirement account if you want to leave money to your heirs 01/07/2022

Why a Roth IRA is the best retirement account if you want to leave money to your heirs

Roth IRAs are a great option to consider if you want to pass wealth along to your heirs. Let’s discuss if it makes sense for you.

Why a Roth IRA is the best retirement account if you want to leave money to your heirs Most retirement savings plans make it difficult to pass wealth along – but there's one exception.: the Roth IRA. Here's why it's your best bet.

Timeline photos 01/06/2022

January is National Financial Wellness Month. Let’s work together to make progress towards your top financial goals.

Timeline photos 01/01/2022

Wishing you a new year filled with health and happiness. Happy 2022!

Estate plan life insurance 12/29/2021

Estate plan life insurance

In the new year, let’s take the time to think about your legacy and start shaping an estate plan.

Estate plan life insurance What is estate planning? Learn about the benefits and importance of estate planning so you’re able to make the most informed decisions about your future.

Timeline photos 12/23/2021

Wherever you are and whomever you’re celebrating with, may your holiday season be a happy, hopeful one.

Timeline photos 12/23/2021

Wishing you and yours a joyous Christmas!

Timeline photos 12/21/2021

Winter is here! How do you prefer to celebrate the season: cozy inside or adventurous outside?

Timeline photos 12/16/2021

The holiday season is a great time to teach children about the power of charity. How is your family giving back this year?

Investors Await The Fed’s Announcement on Monetary Policy This Week | Ameriprise Newsroom 12/16/2021

Investors Await The Fed’s Announcement on Monetary Policy This Week | Ameriprise Newsroom

Where inflation is headed is the overriding question for both investors and the Fed, says Ameriprise Chief Market Strategist David Joy.

Investors Await The Fed’s Announcement on Monetary Policy This Week | Ameriprise Newsroom 12/13/2021 David Joy The S&P 500® index had risen for five straight weeks through November 5, gaining 7.8 percent in the process. But, following the October CPI report on November 10, which showed headline inflation rising 6.2 percent over the previous twelve months, stocks struggled to gain furthe...

Timeline photos 12/09/2021

It’s never too early to begin tax planning for the year ahead. Together with your tax professional, we can work to decrease the overall impact of taxes before and in retirement.

Videos (show all)

Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Consider five factors that could influence stock prices in the final quarter of 2020.
Market declines early in retirement can potentially create one of the most-damaging investment risks. Watch this 3-minut...
Even though market turbulence can feel daunting, markets tend to recover over time – and you can, too. We can help with ...
Did you know the beneficiaries named on your retirement accounts can override what’s in your will? Let’s review your acc...
Today’s parents are helping children more with financial milestones than past generations, according to the Ameriprise M...
What does financial success look like to you? The answer most people gave might surprise you, according to our new “Ages...

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2316 Timber Shadows Ste 102
Kingwood, TX
77339

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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MTR Financial Services, LLC MTR Financial Services, LLC
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Texas Tax Consultants Texas Tax Consultants
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