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 Now the Time to Buy or Refinance?

With job loss numbers in the millions, the economic impact of the coronavirus pandemic has put home ownership at risk, with many struggling to make mortgage or rent payments.

Saving Tips For Your Summer Vacation

Summer is now upon us and you are probably thinking about a vacation. Do not let your finances get in the way of relaxing and having a great time with your family.

Finance4Kids Week Two: Budgeting

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

Charitable Giving Incentives Under the CARES Act

With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become important.

Finance4Kids Week One: Money

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

A Closer Look At Saving For Education Using A 529 Plan

Being that is it National 529 Day, we thought it would be appropriate to take a closer look a saving for education through a 529 plan.

Planning for Expectant Parents

If you or a loved one are planning to start a family, there are changes coming your way.

Teaching Children To Save & Budget

A healthy financial habit is to begin teaching your children the importance of saving and budgeting. As the old saying goes, the sooner, the better.

Caring for Aging Parents

Caring for aging parents can be a difficult planning aspect to balance. The first step—and often the most challenging one—is to find out what your parent needs or expects from you.

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

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