SECURE Act 2.0: Here’s What You Need to Know with Matthew Peck — EP 023
A new version of the SECURE Act was passed on December 29, 2022. While we were celebrating the holidays, a lame duck Congress passed a law that made sweeping changes to ...
Estate Planning: Simple Tips for Keeping Your Plan Up To Date with Keith McManus — EP 022
Estate planning is a critical part of the retirement planning process. As we kick off the new year, this is a perfect time to ensure that your plan is up to ...
Top 3 Financial Planning Tips for a New Year — EP 021
It’s a new year and on behalf of everyone here at SHP Financial, we hope you had a wonderful holiday season and a great start to 2023. For many people, a ...