SHP Financial Blog

Transitioning Into Retirement Is No Small Task

By Becca | February 13, 2019
Transitioning Into Retirement Is No Small Task

Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions that work brings can lead to a difficult transition from working to retirement. Recently, a professor at Harvard Business School conducted a study on the mental and emotional effects of retirement. The study found…

Weekly Market Thought of the Week – Market Commentary January 2019

By Becca | February 8, 2019

January marked a sharp reversal in stock market returns despite a variety of mixed news globally. In the U.S., markets shrugged off the longest government shutdown in history (35 days) and a possible related decline in consumer confidence. On the positive side, employment numbers were strong, with non-farm payrolls increasing by 304,000 jobs in January,…

How Retirement Will be Different in 2030

By Becca | February 6, 2019
How Retirement Will be Different in 2030

With advancing technology and changing times, it’s hard to predict how things will evolve each year. I worry if I have prepared enough for my retirement and think about ways in which the world will change when it finally comes time for me to leave the workforce in the next few years. If we take…

Weekly Market Thought of the Week – Brexit, Fed & Trade – The List to Watch in Q1 2019

By Becca | February 4, 2019

In 2018, markets were acutely focused on the path of interest rate hikes. Today, with the “patient” Fed set to leave interest rates unchanged, attention has shifted to the Fed’s balance sheet. During the Great Recession of 2007/2008, global economies were threatened with excess debt after being propped up by years of easy credit that…

Long-Term Care Myths

By Becca | January 30, 2019
Long-Term Care Myths

If you are in or approaching retirement, long-term care is probably something that is on your mind frequently, because there’s a lot of myths revolving around it. These myths and misunderstandings can seriously impact your long-term care plans, and it’s important to know the facts. In your later years, you may start to hear that…

Benefits of an Early Retirement

By Becca | January 23, 2019
Benefits of an Early Retirement

Some people choose to delay retirement into their late 60s, however, at age 62 you are eligible to start collecting Social Security benefits, and if you’ve prepared well for retirement, retiring early might make sense. Although it isn’t for everyone, there are many benefits that come with an early retirement. For starters, you have even…

Weekly Market Thought of the Week – Understanding the Impact of the Government Shutdown

By Becca | January 21, 2019

The partial U.S. government shut down started on December 22, 2018, when Congress could not agree on a funding deal to keep it open. The current shutdown is now the longest on record, beating the 21-day record set in 1995. The current shutdown is only a partial one, as Congress has already funded 75% of…

Don’t Forget These Important Retirement Documents

By Becca | January 16, 2019
Don’t Forget These Important Retirement Documents

  Estate planning is not always an easy subject to think about, but it’s even harder to think about what will happen if you don’t have a plan. We know that retirement planning can be overwhelming, and that there’s a lot to take into account when creating your strategy. But, it’s vital to remember that…

Weekly Market Thought of the Week – How the China Stimulus Impacts Global Growth

By Becca | January 14, 2019

The World Bank asserts that China manufactured the fastest sustained expansion by a major economy in history. Over nearly four decades, from 1979 to 2017, China’s real gross domestic product (GDP) grew at an average of 9.5 percent a year. Click Here to view the full Market Thought of the Week!

Figuring Out a 401(k)

By Becca | January 9, 2019
Figuring Out a 401(k)

Most large private employers offer their employees a 401(k) account. This is a tax-friendly retirement plan that allows you to use payroll deductions through saving and investing. It’s become a vital part of retirement planning as the traditional pension plan slowly fades. But to figure out all there is to know about 401(k)s, you have…

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