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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.

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

February 23, 2026

Is Your Wealth Working Hard Enough? The Overlooked Costs of Underperforming Capital

February 16, 2026

February Market Update 2026

February 8, 2026

How to Prioritize Financial Goals as Your Life Becomes More Complex

January 21, 2026

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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.

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?

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

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