Debunking January Money Myths
Take a closer look at some of the most common January money myths and what actually supports lasting financial decisions.
Philanthropy and Holiday Giving: Maximizing Impact and Tax Benefits
The holiday season is a powerful time for generosity, gratitude, and reflection. For many families and business owners, it’s also an opportunity to align charitable giving with broader financial and legacy goals.
Retirement Catch-Up Savings Provisions
Retirement savings rules are changing, and 2025 brings some of the most meaningful updates we’ve seen in years. Learn about the new 2025 catch-up contribution rules and what they may mean for your financial plan.
Giving with Purpose: How to Make the Most of Your Charitable Donations
Charitable giving is one of the most rewarding parts of financial planning. Not only can it make a real difference in your community, but it can also be an important part of your overall financial strategy.
Blakely Financial, Inc. Rebrands as ShorePoint Advisory Group
Blakely Financial Inc., is proud to announce its rebrand to ShorePoint Advisory Group a name that reflects its legacy and its future.
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…
Entrepreneurial Wealth: Tailored Financial Strategies for High Net Worth Business Owners
From managing cash flow and minimizing taxes to preparing for retirement and building a legacy, entrepreneurs face unique challenges and opportunitie.
Building a Resilient Financial Plan for Life’s Uncertainties
Learn how a resilient financial plan provides you with the flexibility to adapt to change while maintaining focus on your long-term objectives.
Planning for Intergenerational Wealth Transfer
Learn how intergenerational wealth transfer goes beyond writing a will to align with your family’s goals, reduce risk, and ensure your legacy stands the test of time.
Financial Planning Tips: From Residency to Retirement
Medical training prepares you to treat complex clinical cases —but often your education does not include financial planning topics.