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

Filter By Category

Donna Teaching Crock-Pot Class at YWCA

Donna Blakely recently volunteered with the Junior League of High Point and helped teach a Crock-pot cooking class at the YWCA to young moms.

Tax Strategies for Retirement

Watch now for tips from Rob Blakely CFP®, CHFC, AIF®, on strategies to reduce your taxes in retirement.

Women in Motion 2022 Summit

Donna Blakely & Shaylen Brown had the honor of attending the Women In Motion 2022 Summit.

March 2022 Market Update Video

The stock markets' bumpy ride continued in February. Last month's top story was rising geopolitical tensions between Russia and Ukraine, but how did the markets do overall?

Raising Money-Smart Teens

Here are a few age-based tips to help teens learn about earning, spending, and saving money.

When Buying Is Easy, Paying Later Can Be a Problem

At first glance, Buy Now Pay Later (BNPL) may seem like a worthwhile convenience, but there are good reasons to think twice before committing to installment purchases.

What’s the Difference Between Medicare and Medicaid?

What's the difference between Medicaid and Medicare?

Tax Season Scams Alert

With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring to meet all relevant tax deadlines. But in all the hustle and bustle, taxpayers also need to keep an eye on the risks, especially tax season scams.

Will You Have Enough to Retire?

The number one question that our team gets asked is "Will I have enough or do I have enough to retire?" Here are some tips from Rob Blakely, CFP® to ensure you're retirement ready!

What Does the Russia-Ukraine Crisis Mean for Investors?

What does the Russia-Ukraine crisis mean for investors?

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

Got it!