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.
Aging in Place
Many homeowners age 50 and older say that they want to “age in place,” but the reality is that many homes were not built to accommodate the needs of older people. If you want to [...]
Weekly Market Thought of the Week – What does the bond market know that the stock market doesn’t?
The stock market seems surprisingly fit given that the current economic expansion is entering its 11th year and is now the longest on record. US stocks returned 4.3% in Q2 2019 and are up [...]
Estate Planning for Your Loved Ones
An estate plan is like a car; it requires regular maintenance, and may need parts replaced as it ages. Some experts recommend reviewing your estate plan every three years, or after a major life event. [...]
How to Pass on a Retirement Account
Estate planning is complicated: The fair decision may not actually be the most practical one. What does this mean? It means that even if you divide up your estate equally between your beneficiaries, they could [...]
Lifelong Learners: Set Up a 529 Plan for Yourself
Whether you think of yourself as an old dog or spring chicken in retirement is up to you. Even if you don’t retire early, you still have many years ahead of you to enjoy your [...]
Weekly Market Thought of the Week – Making Sense of the Fed’s Latest Decision
The Fed on Wednesday held rates steady in its latest meeting. However, in contrast to its previous meetings, the Fed said it was ready to address growing global and economic risks with potential interest rate [...]
Caring for Aging Parents
Baby Boomers are sometimes referred to as the “Sandwich Generation,” because many spend time and money care for both their children and aging parents. In fact, according to the Pew Research Center, one in eight [...]
Charity Event – Black Feather Horse Rescue
RECENT CHARITY EVENT On Friday May 24th we volunteered at Black Feather Horse Rescue in Plymouth, Massachusetts. Black Feather Horse Rescue is a 501 (c) non-profit organization that has been in operation [...]