THE SHP FINANCIAL BLOG
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.
The 3 Biggest Concerns You Could Face In Retirement
When you think of retirement, you might think of the vacations you’ll go on and all the free time you’ll enjoy with friends and family. There’s so much to enjoy about retirement, but it also [...]
Charity Event – 2020 Annual Giving Campaign
RECENT CHARITY EVENT At SHP it is important for us to donate to organizations that are important to both us and our clients. Unfortunately due to COVID, our charitable giving looks a [...]
Weekly Market Thought of the Week – Stocks Rise, Stimulus Uncertain
Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill. The Dow Jones Industrial Average rose 3.27%, while the Standard & [...]
4 Things to Know About Medicare This Month
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $363,946 to cover their healthcare costs, according to one study.[1] With the Medicare fall [...]
Weekly Market Thought of the Week – Special Update: Quarterly Report
Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings. The Dow Jones [...]
3 Things You Can Do If You Don’t Qualify for a Roth IRA
There's evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. [...]
Weekly Market Thought of the Week – Stocks Mixed Amid Uncertainty
Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases. The Dow Jones Industrial [...]
How Could the Outcome of the Election Affect Social Security?
Regardless of who wins the election, Social Security will surely remain a hot button issue. The program currently pays out more than it takes in, and this trend is likely to continue. The Social Security [...]