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Liquidity Events Without Regret

Liquidity Events Without Regret

Liquidity events are often high-stakes, once-in-a-lifetime opportunities. The most successful outcomes are driven by careful, proactive planning.
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What High-Earning Professionals Often Miss in Their Financial Plans

What High-Earning Professionals Often Miss in Their Financial Plans

Earning more does not equate to being financially “set.” Explore what high-earning professionals often miss in their financial plans. 
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May 2026 Market Update

May 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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Planning for Longevity When You Expect to Live Well Into Your 90s

Planning for Longevity When You Expect to Live Well Into Your 90s

Retirement is no longer a short chapter at the end of your career, and therefore a successful retirement plan must account for extended timelines, evolving needs as you age, and greater uncertainty. 
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Multi-Generational Wealth: Preparing Heirs, Not Just Assets

Multi-Generational Wealth: Preparing Heirs, Not Just Assets

True legacy planning balances financial strategy with education, communication, and shared purpose for heirs, allowing multi-generational wealth to become a tool for opportunity, purpose, and long-term family unity.
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April Market Update 2026

April 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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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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