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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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.

Estate Planning Documents

A well-thought-out estate plan can help manage and preserve your assets during life as well as protect your loved ones by conserving and directing distribution of assets at death.

All About ROTH IRAs

As you work and plan for your financial future, a possible strategy for savings is a Roth IRA. A Roth IRA is a retirement savings account that allows your money to grow tax-free.

What is a Traditional IRA?

Practically anyone can open and contribute to a traditional IRA. The only requirement is that you must have taxable compensation.

Tips For Spring Cleaning Your Financial Life

Many families are spending more quality time together by cooking in the kitchen, taking long walks with family and pets, and making other memories that will last a lifetime.

Chartered Special Needs Consultant®, ChSNC® Designation

When I embarked on my career change in 2007 to become a financial planner, I did so to help make a real difference in the lives of people who worked with me.

Staying Calm & Managing Stress

For those of you that know me well, you know that when I am not in control of situations, I tend to be a little hyper, stressed and anxious.

Resources For You

Many of you may be practicing social distancing and find yourself spending more time at home and with your families. We have put together a list of resources you may find helpful.

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

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