Your Business Is Not Your Financial Plan
If you’re a business owner, your finances are closely linked to your business. It’s crucial to keep personal and business finances separate to avoid confusion at tax time and protect your net worth. Discover how intentional financial planning can turn business success into lasting wealth.
May Market Update 2026
Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
Planning for Longevity When You Expect to Live Well Into Your 90s
Retirement is no longer a short chapter at the end of your career, and therefore a successful retirement plan must account for extended timelines, evolving needs as you age, and greater uncertainty.
April Market Update 2026
Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
March Market Update 2026
Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
January Market Update 2026
Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
December Market Update 2025
Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
November Market Update 2025
Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
October Market Update 2025
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Celebrating World Financial Planning Day: The Value of Customized, Objective Advice
World Financial Planning Day is a reminder to take charge of your financial future. Whether you’re just starting to build wealth, navigating mid-career complexities, or…