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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Mortgage and Debt Rules of Thumb

Borrowing is convenient, allowing you to purchase big-ticket items with less out-of-pocket cash. But how much mortgage debt can you afford?

Five Money Tips: Shopping for a Mortgage

Shopping for a mortgage can be daunting. Follow these five tips to help you find a suitable mortgage for your circumstances.

June Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

Family Financial Wellness

What is family financial wellness? Simply put, it is how you and your family, together, prepare for the future.

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

Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference?

The American Jobs Plan and Proposed Tax Policy

On March 31, 2021, President Biden introduced the American Jobs Plan.

Traditional IRA Vs. Roth IRA: Choosing the Best Fit

IRAs are a type of savings account designed to help you put money away for retirement in a tax-advantaged way.

Diversification: Having Your Eggs In Different Baskets

Diversification is the art of not putting all your eggs in one basket and helps limit exposure to loss in any one investment or one type of investment.

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

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