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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25th Anniversary Video

Take a look at our anniversary video featuring some of our wonderful clients and team members.

Tap and Go: Understanding Mobile Payments

Purchasing items with your phone may seem complex, but getting started is much easier than you may think.

Creating a Holiday Budget

Do you ever wonder where your money goes? Especially around the holidays? Well, you are not alone.

Best Practices When Saving For Retirement

It is “Save for Retirement Week” and one of the most important steps in saving for retirement is to start as early as possible.

Will the Election Sink the Markets?

How will the election impact the financial market? It's a real fear. Here's what investors should to be aware of in an election year.

What To Do With Your 401(k) After A Job Change

If you have lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan. It is important to understand your options.

Understanding 401(k)’s

A 401(k) plan is a company-sponsored retirement plan that eligible employees can contribute a portion of their salary into a variety of investment options.

Life Insurance Awareness

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals.

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

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