News & Insights

Strengthening Our Community Together

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.

Philanthropy and Holiday Giving: Maximizing Impact and Tax Benefits

December 15, 2025

December Market Update 2025

December 8, 2025

Retirement Catch-Up Savings Provisions

November 25, 2025

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

November 20, 2025

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Preventing Fraud: Common Scams & How to Avoid Them

In an attempt to curb fraud, we have compiled some common scams, as well as tactics to avoid them.

401K Contributions: What you need to know

The IRS recently announced an increase in the maximum amount you can contribute to your employer-sponsored retirement plan in 2023.

October Market Update 2022

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the markets in October 2022.

Financial Horror Stories

Making mistakes when it comes to your finances is perfectly normal, however, when it comes to these horror stories, the impact can be significant, and frankly, quite scary.

Social Security Update: Cost of Living Adjustment

If you receive Social Security benefits, you can expect them to be boosted by 8.7% in 2023. This cost-of-living adjustment (COLA) was announced by the Social Security Administratio

Your Guide to Asset Protection in Estate Planning

Various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.

July to September 3-Minute Market Update 2022

Why Do I Need Life Insurance?

If you're like most people, it's not that you don't appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn't mind owning

August 2022 Market Update Video

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on August Markets.

Understanding Your 401(k) – Key Terms to Know

Planning for retirement is a key point of financial wellness- but how can you make the most of your 401(k) plan without understanding all of the vocabulary?

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

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