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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Is a High-Deductible Health Plan Right for You?

If you are considering enrolling in an HDHP or already enrolled in one, here are some factors to consider when comparing an HDHP to a PPO.

September Market Recap

Markets continued to rally in August, with all three major U.S. indices setting record highs. What does the recent surge in COVID-19 cases mean for the markets moving forward?

Rightsizing or Downsizing Pre-Retirement

If you're thinking about downsizing or right-sizing your home prior to retirement, you're not alone. Watch for insights on how selling your home can affect your finances.

College Application and Financial Aid Calendar

Senior year is the time when many college decisions need to be made. The following calendar is a general overview of the application and financial aid process.

Grandparent 529 Plans Get a Boost Under New FAFSA Rules

529 plans are a favored way to save for college. A new law streamlines the FAFSA and makes changes to the formula that's used to calculate financial aid eligibility.

Money Lessons for College Students

How are you preparing your children for lifelong financial success through their college experience?

United Way of Greater High Point Annual Meeting 2021

The Blakely Financial team was honored to attend the 2021 Annual Meeting for the United Way of Greater High Point.

Stock Market Risks in the Spotlight

Take a closer look at some specific types of investment risk that could influence individual stock prices and/or cause broader stock market swings during the second half of 2021.

Traits of Millionaire Women

How does a millionaire woman look? Well, millionaires – women and men – come in all shapes and sizes.

Beneficiary Planning: What You Need to Know

Designating a beneficiary on retirement accounts is one of the most important—yet one of the most frequently neglected—retirement and financial planning tasks.

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

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