SHP Financial Blog

Prepare for Retirement Surprises

By Becky | October 31, 2018

  Some people love surprises and some people hate them, but one thing’s for sure, retirement will be filled with them. You spent the past 35 or more years working full time in an office, getting used to the routine of a 9-to-5. However, a lot will change once you leave your job behind and…

Weekly Market Thought of the Week – Markets Panic – Should You?

By Becky | October 30, 2018

After nearly a decade of historically low interest rates and slow economic growth, the U.S. economy is picking up speed, bolstered by fiscal policies such as corporate tax cuts and less regulation of businesses. The economy grew 4.2% in the second quarter, the fastest pace in four years. Additionally, the job market is robust, with…

Protect Yourself from Social Security Fraud

By Becky | October 24, 2018

  Recently, the Social Security Administration announced that they are taking action in an attempt to crack down on Social Security fraud. With the biggest Social Security day of the year, October 11, fast approaching, where Social Security beneficiaries find out how much, if any, of a “raise” they are going to get for the…

Weekly Market Thought of the Week – What’s Next for Tax Reform?

By Becky | October 22, 2018

The Tax Cuts and Jobs Act of 2017 (TCJA) permanently cut the corporate tax rate from 35% to 21%. While corporate tax rates were made permanent in the TCJA, tax code changes for individuals and small businesses are set to expire after 2025. The latest edition of the tax reform bill aims to change this.…

Finance Your Retirement Goals

By Becky | October 17, 2018

  As we get older, we start to think (and potentially worry) more and more about where our retirement income will come from. After you leave your job and begin on the journey of retirement, you will rely heavily on guaranteed sources of income. For most people, they assume this will be mainly collecting Social…

Weekly Market Thought of the Week – Why isn’t my portfolio keeping up with the stock market? – 10/12/2018

By Becky | October 16, 2018

As the S&P 500 index and the Dow Jones Industrial Average (DJIA) reached record highs through the third quarter of this year, many investors are asking: “Why isn’t my portfolio keeping up with the stock market?” This is a good question, and one that requires an informed perspective and proper context to adequately address. After…

Things to Love About Retirement

By Becky | October 10, 2018

  There’s a lot of things to love about working. You can love your job, your coworkers, and even the daily routine that a standard 9-to-5 job offers. The feeling of work is safe for most people. After over 35 years, you most likely know what you’re doing and you’re probably very good at it.…

Weekly Market Thought of the Week – International Stocks – Opportunity or Landmine? – 9/28/2018

By Becky | October 9, 2018

International stock markets were the star in 2017 and outperformed the U.S. stock markets. However, 2018 paints a very different picture for international equities. Both developed equity markets in Europe and emerging markets remain negative for the year. Many investors are puzzled as to why international stocks are down this year and questioning whether they…

Playing Retirement Catch Up

By Becky | October 3, 2018

  Retirement planning shouldn’t start when you turn 65. In fact, the earlier you start planning, the better. Unfortunately, most people hold off on thinking about it as long as possible. If you’re in your 50’s, now is a good time to catch up on the years you might have missed. When you reach the…

Weekly Market Thought of the Week – Tariffs Schmariffs? – 9-21-2018

By Becky | October 2, 2018

On Monday, the Trump administration announced tariffs on an additional $200 billion of Chinese goods targeting products ranging from handbags to bicycle tires. The tariffs will start at 10% beginning Monday, September 24th and then rise to 25% by the end of 2018. In response, China has hit back by announcing new trade tariffs on…



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