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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What is Financial Wellness?

Have you made your New Year’s resolutions yet? Chances are, your resolutions revolve around getting more sleep, spending more time with loved ones, and eating better.

Start Saving for College Today

It's important to start a college fund as soon as possible, because next to buying a home, a college education might be the biggest purchase you ever make.

Why Life Insurance is Critical to a Sound Financial Plan

Whether you currently have a financial plan or not, life insurance is something you should discuss with your financial advisor.

Establishing a Budget

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead?

Do I Need Estate Planning?

A good estate plan includes a strategy to manage your financial affairs and health care decisions in the event that you cannot.

New IRS Withholding Tool

In response to taxpayer concerns, the IRS released the new Tax Withholding Estimator (Estimator).

Taking Advantage of Employer-Sponsored Retirement Plans

Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available.

Back-to-School: Saving for College

It’s no secret that the cost of higher education has been steadily hiking higher and higher. The cost of sending two, three, or four, crippling.

Family Finance Meetings: When To Have Them & Why

Families who make a concerted effort to have financial discussions and pass on healthy habits have a better opportunity to grow financially stronger than those who avoid the talk.

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

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