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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.

Navigating Sudden Wealth Without Losing Perspective

March 10, 2026

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

March 10, 2026

March Market Update 2026

March 5, 2026

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

February 23, 2026

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What’s Driving Gas Prices Higher?

Whether you’ve seen the prices at the pump, clicked on the headlines, or overheard discussions in the grocery store, you know the rising cost of gas has everyone talking.

Food Inflation: What is Behind It and How to Cope

Food prices have long been prone to volatility, but in 2021, U.S. food prices were hit hard by many of the same global supply-chain woes that drove up broader inflation.

What is Your Retirement ‘Elevator Pitch’?

We are entering the halfway point in the year. Now is a great time to do a mid-year check of your goals. And a great way to do this is to start with an 'elevator pitch'.

April 2022 Market Update Video

April 2022 Market Update

Mid-Year is a Good Time for a Financial Checkup

The first half of the year is coming to a close. Conducting a mid-year financial analysis can be helpful. Here are some tips on conducting that review.

Life Insurance at Various Life Stages

Your need for life insurance will fluctuate depending on your current stage in life. Take a look to see how your need for life insurance may change throughout your lifetime.

Tidy Up Financial Clutter

It's time to do some spring cleaning for your finances. Not sure where to start? Here are three quick tips to eliminate and organize your financial clutter.

Working While Receiving Social Security Benefits

What happens if you work and want to claim Social Security benefits while staying on your job?

Baseball Lessons To Change Up Your Finances

Here are a few lessons from America's pastime, baseball, that might inspire you to take a fresh look at your finances.

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.

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

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