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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College Students, Start Investing Now!

With all that you have on your plate, from a full class load to sports practice and part-time jobs, thinking about investing is probably the farthest thing from your mind.

Finance101: Dealing With Student Debt Now & Later

The last thing on your mind as a college student is saving money, budgeting and managing your debt. But if you are not careful, college can create a future full of debt.

Finance101: Budgeting for College Students

Managing money and setting spending goals may be the last thing you want to think about after a busy day of classes, But developing good habits now is worth the effort.

Planning Life’s Biggest Vacation: Estate Planning

Part of planning for ‘life’s biggest vacation’, aka retirement, involves not only making sure you are saving money to help make your goals and dreams come true, but also planning in the event that something happens to you. It is never pleasant to think about, but preserving all that you have worked for is very important.

Planning Life’s Biggest Vacation: Employer-Sponsored Retirement Plans

Having conversations with your financial advisor to identify your goals and dreams for retirement now will get you on the path to the best vacation ever!

Planning Life’s Biggest Vacation: Setting Retirement Goals

You work all your life and take the time to plan vacations each year with your family, but are you taking the time to plan for the biggest vacation of your life, your retirement?

Finance4Kids Week Three: Saving & Investing

The earlier you start teaching your children about finance, the more prepared they will be for adulthood! In efforts to keep kids engaged this summer, we prepared #Finance4Kids

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

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