ShorePoint – Page 21

Financial Wellness In The New Year

With the new year comes all sorts of resolutions and goal setting. Have you taken inventory of your finances and your financial goals?

Watch Out for These Financial Pitfalls in the New Year

Where We Are and Where We’re Headed

The window of opportunity for many tax-saving moves closes on December 31!

Holiday gatherings are an opportunity for families to schedule and discuss financial well-being.

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

Take a look at our anniversary video featuring some of our wonderful clients and team members.

Purchasing items with your phone may seem complex, but getting started is much easier than you may think.

Do you ever wonder where your money goes? Especially around the holidays? Well, you are not alone.

The Blakely Financial Newsletters are packed with valuable information. Check it out here!