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.
The Mutual Fund in Simple Terms
“Mutual fund” is a term that gets thrown around a lot when it comes to investing and retirement. If that’s a term you’re unfamiliar with, this article is for you. On a basic level, a ...
Long-Term Care Costs Could Hurt Your Savings… But You Have Options!
Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in place for needing long-term care.[1] Long-term care is medical care that ...
Experts’ Advice on Finding No-Exam Life Insurance
Check out Mark Kenney's, CFP®, CTS™ latest article on MoneyGeek! Mark discusses the the pros and cons of no-exam life insurance and how to know if a no-exam life insurance is right for you. Read ...
Experts’ Advice on How to Get Life Insurance for Your Parents
Check out Mark Kenney's, CFP®, CTS™ latest article on MoneyGeek! Mark discusses factors that should be taken into account when making decisions about a life insurance policy for your parents. Read the full article here!
Expert Insight on Retirement Savings
Check out Mark Kenney's, CFP®, CTS™ latest article on MoneyGeek! Learn advice for a comfortable retirement and how to take action in Mark's recent analysis. Read the full article here!
What to Know When Retiring into Uncertain Times
There has been a lot of chaos in the market over the last few years, and you may find yourself worried that you’re retiring at the wrong time. You may be worried that you will ...
Don’t Ignore These Risks for Retirement!
Even if you are comfortable in your financial life, even if you are fairly wealthy, there are still pitfalls when it comes to retirement! There are many things that affluent retirees don’t take into account, ...
These 3 Tax Strategies Could Help Your Retirement Strategy
Have you been considering the impact taxes will have on your retirement savings? Have you been strategic in managing the effect taxes may have on your financial future? If you answered no to either of ...
Reasons to Prepare Your Family Financial Strategy This New Year
The holidays are a time when everyone is surrounded by family members and having a great time, but it may also remind you that your life is intertwined with that of your family’s, including when ...
5 Retirement Mistakes to Avoid Around the Holidays
The holiday season is a time of joy, celebration, and giving. However, amidst the excitement, it's essential to make sound financial decisions to prevent regret in the New Year. Here are some common financial mistakes ...
Don’t Leave Your Retirement Stability Up to Chance
One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Here are some valuable insights from our professionals for those on the verge of ...
The Generic 60/40 Portfolio May Need an Examination
As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial ...