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.
A Refresher on Estate Planning Basics
Estate planning is a big deal. It’s a way for us to leave what we’ve built over the course of our lives to our loved ones. Gifts of property and belongings can pass on a ...
Understanding Your Savings Goal – How Much Do You Really Need to Retire?
“How much do I need to retire?” This is one of the most frequently asked questions in the world of retirement finance. If you don’t have a lot of retirement planning experience, it can also ...
What Does Financial Freedom Mean for You?
Achieving "financial freedom" can be a challenging concept because people don't usually know what they want or what they mean by being financially free. For the most part, people want to feel secure about their ...
Finding the Best Life Insurance
Finding the Best Life Insurance Mark Kenney’s latest article, “Finding the Best Life Insurance,” was recently published in MoneyGeek. He discusses what type of person should look into buying life insurance. While everyone should consider ...
Finding the Best Whole Life Insurance Companies
Finding the Best Whole Life Insurance Companies Mark Kenney’s latest article, “Finding the Best Whole Life Insurance Companies,” was recently published in MoneyGeek. He discusses what whole life insurance is, and how it works. Given ...
Defined-Benefit vs. Defined-Contribution Plans
The following two types of retirement savings methods may sound similar, but there are a lot of important differences that might be useful for you to know if you’re looking to get a better understanding ...
Inflation May Finally Be Slowing Down!
Inflation has been a hot-button issue in finance and politics lately. You may have noticed changes in inflation yourself if you went to buy something and it was much more expensive than you expected. Eggs ...
Retirement Tax Strategies to Consider
How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. If you are putting together the puzzle pieces of your retirement plan and ...
Mark Kenney, CFP®, CTS™ Featured Article in Kiplinger
Mark Kenney’s latest article “Gen X Should Prepare Now for the Great Wealth Transfer” was recently published in Kiplinger. He discusses whether or not Gen Xers should begin preparing for the great wealth transfer. As ...
Using Your House to Fund Your Retirement
It is possible for a person to end up in a situation where they have a lot of money in a home but don’t have a lot of money in the bank. If you have ...
The National Debt Ceiling and How it Could Affect You
What is the Debt Ceiling? The national debt ceiling is the amount of money that the United States Government is allowed to borrow to pay for its expenses. These expenses include things like Social Security ...
Creating and Maintaining Generational Wealth in Retirement
In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to ...