THE SHP FINANCIAL BLOG
At SHP Financial, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful, and if you would like to take it a step further for a complimentary review of your current strategies, you can click to let your journey begin.
4 Birthdays Crucial In Your Retirement Planning Strategy
The retirement planning process can span many years. Several milestones between ages 50 and 66 can impact an individual’s retirement snapshot and shape the eventual outcome. At these points, participants are afforded opportunities to effect ...
Four Easy Things You Can Do to Plan for Retirement Right Now
The journey to retirement has seen significant changes in the last two decades. While the concept of saving for the future is the same, the next generation of retirees will experience it differently than their ...
Is It Time to Spring Clean Your Financial House?
The spring-cleaning concept is not confined to a house or garage. Spring is a great time to review finances and ensure your portfolio is in order. It’s easy to forget about 401(k), IRA, and other ...
What Does Medicare Cover?
You may think that Medicare covers all of your medical expenses when you retire…but it doesn’t. We often see clients who have a really solid retirement plan that takes almost everything into account except ...
Retiring With Your Spouse? Here’s What to Know
If you don’t know what your spouse wants out of retirement, you might be faced with unforeseen, costly mistakes. Ask yourself if you know their specific plan. Do you know the day they plan to ...
Navigating Financial Security in Retirement: The Role of Work
Retirement is often envisioned as a time of leisure and freedom from the demands of a full-time job. However, the rising costs of living and uncertain economic conditions characterized by high interest rates and volatile ...
5 Things to Help You Get Started on Legacy and Estate Planning
Do you have a plan for what will happen to your assets when you pass away? This may be something that you should be working into your overall financial plan. Without a specific estate plan ...
The Mutual Fund in Simple Terms
“Mutual fund” is a term that gets thrown around a lot when it comes to investing and retirement. If that’s a term you’re unfamiliar with, this article is for you. On a basic level, a ...
Long-Term Care Costs Could Hurt Your Savings… But You Have Options!
Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in place for needing long-term care.[1] Long-term care is medical care that ...
Experts’ Advice on Finding No-Exam Life Insurance
Check out Mark Kenney's, CFP®, CTS™ latest article on MoneyGeek! Mark discusses the the pros and cons of no-exam life insurance and how to know if a no-exam life insurance is right for you. Read ...
Experts’ Advice on How to Get Life Insurance for Your Parents
Check out Mark Kenney's, CFP®, CTS™ latest article on MoneyGeek! Mark discusses factors that should be taken into account when making decisions about a life insurance policy for your parents. Read the full article here!
Expert Insight on Retirement Savings
Check out Mark Kenney's, CFP®, CTS™ latest article on MoneyGeek! Learn advice for a comfortable retirement and how to take action in Mark's recent analysis. Read the full article here!