SHP Financial Education

SHP Financial Media Appearances

At SHP Financial, we're honored and humbled to be regularly called upon by members of the media to provide our financial thoughts and opinions on various current news topics. We invite you to explore some of our latest media interviews and appearances below.

Don’t Forget These Important Retirement Documents

By Becca | January 16, 2019 | Comments Off on Don’t Forget These Important Retirement Documents
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 | Comments Off on Weekly Market Thought of the Week – How the China Stimulus Impacts Global Growth

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 | Comments Off on 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…

Weekly Market Thought of the Week – 2018 Year in Review & Market Outlook

By Becca | January 8, 2019 | Comments Off on Weekly Market Thought of the Week – 2018 Year in Review & Market Outlook

The U.S. labor market was solid throughout 2018, with 2.6 million jobs added during the year, compared to a gain of 2.2 million in 2017. The unemployment rate ended the year (as of November 2018) at 3.7%, which was lower than the 4.1% rate at the close of 2017. A strong job market, along with…

MTG
SHP-Retirement-Road-Map-Readiness-Kit

There are gaps everywhere you look. There are gaps in the sidewalk, gaps in the road, and small gaps in our windows sometimes where cold air seeps in during the winter. There are age gaps, philosophical gaps and communication gaps.

One of the most infamous gaps in history was the 18.5-minute gap in a tape-recorded conversation that took place in the Oval Office of the White House during the presidency of Richard M. Nixon. That little gap was the silence heard ’round the world during the Watergate investigation of the early 1970s.

Perhaps the most famous land mass gap is the American Grand Canyon. A little over a mile deep and 18 miles wide at its widest point, other chasms may be deeper and wider, but none has been visited, photographed and toured as much. Imagine the first humans who, trudging along on level ground, had their trek interrupted by that enormous gap, and how they must have felt as they pondered how to proceed.

In life, gaps are imperfections … breaks in the seam … interruptions along our intended pathway. To all but those who lead charmed lives, they are unavoidable, and they seem to appear when we least expect them.

This book aims to help you take caution while crossing the horizontal retirement landscape. Author Matthew C. Peck, CFP®, covers all of the cracks in the retirement system, ranging from Social Security and Income Solutions, to Medicare and Long-Term Care. Matthew has his Certified Financial Planner certification and is co-founder of SHP Financial. He is insurance licensed and has passed the Series 65 exam. He earned dual bachelor's degrees in history and English at the University of Connecticut in 2001, and he earned Boston University's Certificate of Financial Planning in 2015.

Are you ready for retirement? 

There's much more to retirement planning than just having a portfolio. Without proper planning in several areas such as income, taxes, healthcare and estate planning, your retirement could be at risk.

Request our complimentary Retirement RoadMap® Readiness Kittoday.

In this kit you'll have access to many videos and digital whitepapers that will guide you through things like:

  • Determining if you will have enough income in retirement
  • Strategies for generating lifetime income
  • How to protect your nest egg
  • How to choose the right financial advisor
  • 10 Things every retiree needs to know
  • Important retirement tax strategies
  • and much more

  • Please check all areas you are concerned about.

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