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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401(k) and IRA: A Combined Savings Strategy

Learn how these two types of plans can work together in your retirement savings strategy!

Charitable Giving Can Be a Family Affair

The holidays present a perfect opportunity to help family members develop a giving mindset. Learn more about how you can help.

Happy Thanksgiving From Blakely Financial

Happy Thanksgiving to all our clients and friends! We’re proud to serve you. Tune in for a message from Robert Blakely and our team!

How Much Do YOU Need to Retire?

While there may not be a more common or consequential financial question than “how much money do I need to retire?” there isn’t a one-size-fits-all answer.

What a Relief! Congress Acts Against Surprise Medical Bills

If you have ever been caught off-guard by a large medical bill, a long-running practice known as balance billing might be the reason.

Smarter Spending on Deep-Discount Days

Unless you complete your holiday shopping before Halloween, you might be enticed by Black Friday and Cyber Monday deals. These tips may help you save time and money.

Year-End Finance Tips

As we approach year-end, now is a great time to take advantage of several end-of-the-year financial planning tips that you may have been procrastinating on. Watch now for tips from

Q3 Market Update

Watch our latest video for more insights into how the markets have performed in the last quarter!

Women Face Challenges in a Post-Pandemic World

Now that the U.S. economy is picking up steam, women need to re-examine their retirement planning strategies. If you need to make up lost ground, consider the following tips.

Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008. Was the "base effect" to blame?

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

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