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Our commitment to complete and connected planning extends beyond your financial life to the community we all share. We’re proud to support local organizations that create a meaningful and lasting impact, because thriving communities and financial well-being go hand in hand. 

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To Keep or Not to Keep A Guide to Common Records-Retention Questions

To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Digital recordkeeping on the cloud means more storage space, easy access, and less vulnerability to inadvertent destruction. But the questions of what to keep and for how long feel just as confusing as ever. 
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Is Your Wealth Working Hard Enough? The Overlooked Costs of Underperforming Capital

Is Your Wealth Working Hard Enough? The Overlooked Costs of Underperforming Capital

The true measure of financial success lies in how effectively your wealth is deployed, yet one of the most common and costly challenges we see is underperforming capital.
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January 2026 Market Update

February Market Update 2026

Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
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How to Prioritize Financial Goals as Your Life Becomes More Complex

How to Prioritize Financial Goals as Your Life Becomes More Complex

Some people are savers, some are spenders, some live carefully within their means, and some live life to the fullest, even if that results in accumulated debt.
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Debunking January Money Myths

Debunking January Money Myths

Take a closer look at some of the most common January money myths and what actually supports lasting financial decisions.
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January Market Update 2026

January Market Update 2026

Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
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Philanthropy and Holiday Giving: Maximizing Impact and Tax Benefits

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.
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December 2025 Market Update

December Market Update 2025

Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
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Retirement Catch-Up Savings Provisions

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.
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Giving with Purpose How to Make the Most of Your Charitable Donations

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.
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Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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