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…
Year in Review: Financial News

From tax adjustments to policy changes and trends, these key financial updates have posed both challenges and opportunities throughout 2024.
5 Financial Frauds to Watch Out For

From phishing scams to tax fraud, discover five financial frauds to watch out for and tips on how to avoid them.
Beware of the Financial Skeletons in Your Closet

We all have financial habits or forgotten accounts hiding in the shadows, going unnoticed until they start causing trouble. Uncover smarter ways to grow and maintain your wealth.
Building Wealth: Owning Real Estate

Learn how investing in real estate can help you build wealth and your investment portfolio, whether you are a savvy investor or a first-time home buyer.
The Benefits of Investing in a Second Home

Whether it’s a beachfront condo, a mountain cabin, or a house in a serene village, discover the multifaceted benefits of investing in a second home.
Investing in Your Graduate’s Future: Planting Seeds for Long-Term Success

Explore strategies for investing in your graduate’s future, including Roth IRAs and 529 plans for lasting success.
Quiz: How Financially Literate Are You?

Are you ready to see how financially literate you are? Dive into our Financial Literacy Month quiz and put your knowledge to the test!
Monstrous Money Mistakes

It may be the season of spooky haunts and horrors, but don’t let these monstrous money mistakes lead you to the financial graveyard!