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.

Changes to the Tax Code to Note This Year

By Becca | March 20, 2019 | Comments Off on Changes to the Tax Code to Note This Year
Changes to the Tax Code to Note This Year

Retirees and those near retirement should take note of the changes in the tax code. Also, important to note are the rules that are not changing, especially ones regarding retirement plans. Factoring in changes to the tax code can help you plan for your retirement. Don’t overlook these tax breaks and deductions: The standard deduction…

Weekly Market Thought of the Week – Important Lessons From the Bull Market’s 10th Anniversary

By Becca | March 18, 2019 | Comments Off on Weekly Market Thought of the Week – Important Lessons From the Bull Market’s 10th Anniversary

Many of us would like to forget the state of the markets in March 2009. The Great Recession brought on by the housing and credit crisis was in full meltdown. A new administration had entered the White House. Large financial institutions (e.g., Lehman Brothers) had collapsed, while others (e.g., Bear Stearns) required unprecedented bailouts from…

How to Handle Life’s Busy Seasons

By Becca | March 13, 2019 | Comments Off on How to Handle Life’s Busy Seasons

Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to manage their time. Sometimes when we’re used to a routine, extra work or activity can throw us off because we don’t know how to…

Weekly Market Thought of the Week – Insights On The Global Markets and Economy

By Becca | March 11, 2019 | Comments Off on Weekly Market Thought of the Week – Insights On The Global Markets and Economy

Economic growth in the U.S. remains strong despite a gradual slowdown. The delayed release of the fourth-quarter gross domestic product (GDP) showed that growth had moderated from 3.4% in the third quarter to a still abovetrend pace of 2.6% in the final quarter of 2018. This brings the annual growth rate for the U.S. in…

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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