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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. 

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Your Guide to Year-End Financial Planning

With the new year coming quickly, it’s crucial to reevaluate your financial objectives. Explore four areas to consider in your year-end financial planning.
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December Market Update 2023

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Tis the Season: End-of-Year Tax-Saving Strategies

Explore end-of-year tax-saving strategies you can take advantage of before the year-end deadline to improve your financial picture in the upcoming year.
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Giving Tuesday: The Power of Charitable Giving

Giving Tuesday, a global generosity movement, encourages charitable giving on the Tuesday after Thanksgiving, and every day, each year.
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November Market Update 2023

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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National Fraud Awareness Week: Can You Spot the Fraud Warning Signs?

National Fraud Awareness Week is a great time to sharpen your fraud detection skills. Look out for these fraud warning signs to protect you and your finances.
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National Entrepreneurship Month: Managing Irregular Income and Retirement Options When You’re Self-Employed

National Entrepreneurship Month recognizes entrepreneurs' unique financial challenges. Learn about managing irregular income and retirement options when you’re self-employed.
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October Market Update 2023

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Monstrous Money Mistakes

It may be the season of spooky haunts and horrors, but don't let these monstrous money mistakes lead you to the financial graveyard!
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Debunking 5 Common Financial Planning Myths

These common financial myths often prevent individuals from engaging in financial planning, and we’re here to debunk them.
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Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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