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Blog

Newport News Shipbuilding Retirement Benefits: How to Make Your Pension, 401(k), and Social Security Work Together

James Bales | Oct 29, 2026
Categories
Retirement Planning
Pensions & 401(k)
Social Security
Tax Planning

Financial Planning for Newport News Families: A Local Approach to Planning for What’s Next

James Bales | Oct 28, 2026
Categories
Financial Planning
Retirement Planning
Local Community

What Does a Budget Help You Do?

James Bales | Sep 1, 2026
Categories
Budgeting
Financial Planning
Financial Wellness
Newport News Community

Retirement Readiness Check-in: Are You on Track? A Guide for Newport News, VA Residents

James Bales | Sep 1, 2026
Categories
Retirement Readiness
Personal Finance
Retirement Planning
Elderly woman and younger woman having a conversation

Do You Still Need Life Insurance When You Retire?

James Bales | Jun 29, 2026
Categories
Insurance
people reviewing documents

Checking Your Portfolio Isn't the Same as Reviewing It

James Bales | Jun 29, 2026
Categories
Investments
Retirement
Tax Planning
Risk Management
Estate Planning
Business professional in a suit standing by office window, looking at city skyline in a modern workspace.

When the Headlines Keep Changing, Your Strategy Shouldn’t

James Bales | Jun 29, 2026
Categories
Investments
Finance
Risk Management

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Phone: (757) 591-9404
Fax: (757) 591-9405
Email: office@balesfinancial.com

729 Thimble Shoals Blvd Unit 1E Newport News VA 23606

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