THE SHP FINANCIAL PROCESS
At SHP Financial, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. 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.
Don’t Let Market Volatility Ruin Your Retirement
Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it 30 years ago. Older workers and retirees understand that they have less time to make up for losses in [...]
Travel in Retirement Without Overspending
So you want to become a world traveler in retirement, but you’re also a responsible person who knows they need to support themselves for the next 30 years. You can take advantage of your newfound [...]
Protected: Here’s What You Need to Know About Social Security
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Are You Thinking About Buying a Second Home?
A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying a second one. The ability to rent the house, how you [...]
Weekly Market Thought of the Week – The Latest U.S. GDP Reading Deserves a Closer Look
U.S. economy, as measured by the gross domestic product (GDP), grew 3.2% in the first quarter of 2019, accelerating its pace from 2.2% at the end of 2018. The reading came as a surprise to [...]
The Rising Cost of Healthcare in Retirement
We know life is like a box of chocolates – but what about retirement? Do you really know what it holds, or how much it will cost? It’s easy to budget based on your current [...]
Weekly Market Thought of the Week – Mixed Signals on the Economy from Stocks and Bonds
This year has been a great start for global stocks. The global stock market rally indicates investor appetite for risk has returned. Equities and lower quality fixed income investments rose sharply, recouping much of their [...]
Have a Retirement Account? Be Prepared for Your RMDs!
If you’ve contributed to a 401(k) or IRA, you should prepare a strategy for your RMDs (Required Minimum Distributions). After many years of enjoying tax free growth, your retirement savings from non-Roth (i.e. traditional) accounts [...]