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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Will Your Assets Last As Long As You Do?

Do you know how long YOUR assets will last? Watch now for tips from Emily Promise, CFP®, on how to set yourself up for lasting success.

Financial Planning is an Act of Love

When you think of Valentine's Day, you may not always think of financial planning, but we do! Consider giving a unique and lasting gift: a strong financial plan!

February 2022 Market Update

After a strong close to 2021, markets pulled back to start the year, explains Blakely Financial's Stephen LaFrance in February’s Monthly Market Update video!

Groundhog Day • Stop Repeating Financial Mistakes

Are you repeating the same financial missteps over and over? Check out our latest video from Emily Promise, on how to get out of the Groundhog Day loop with your money this year!

When Two Goals Collide: Balancing College and Retirement Preparations

What can you do to help your child (or children) receive a quality education without compromising your own retirement goals?

A Look Back at the 2021 Markets

Happy New Year! So much has happened in 2021. Watch now for highlights and some items we're focused on as we transition into 2022.

Building Blocks for Financing College with Less Debt

Financing a college education with the least debt involves putting together various resources in the most favorable way for your family.

Annuity Income: Annuitization vs. Lifetime Withdrawal

Here is how annuitization and lifetime withdrawals, two annuity options for income during retirement, work.

Big Boost for Social Security Payments

The Social Security cost-of-living adjustment (COLA) for 2022 is 5.9%, the most significant increase since 1983.

Holiday Conversation Topics

There are so many important financial planning topics that can and should be discussed. Here are some topics of conversation to have across all generations of the family.

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

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