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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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Navigating Sudden Wealth Without Losing Perspective

Navigating Sudden Wealth Without Losing Perspective

Sudden wealth can arrive in many forms. While these moments are exciting and even life-changing, they can also be emotionally overwhelming and financially complex.
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Rethinking Liquidity How Much Cash Is Too Much (and Too Little)

Rethinking Liquidity: How Much Cash Is Too Much (and Too Little)?

Determining the right amount of liquidity requires thoughtful planning, but the ideal balance can provide flexibility, opportunity, and peace of mind.
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March 2026 Market Update

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

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