SHP

WELCOME TO SHP’S LIBRARY

In Audio, Downloadable, and Print Format

We’ve taken it upon ourselves to gather and create thoughtful and strategic material on a variety of topics that are just for you! We hope you find our books and guides helpful, and if you would like to take it a step further, sign up below for a complimentary review of your current strategies.

Certain guides and content for publication were either co-authored or fully provided by third party marketing firms. SHP Financial utilizes third party marketing and public relation firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services.

OUR BOOKS
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mind the gap - retirement planning

MIND THE GAP
By: Matthew C. Peck, CFP® CIMA®
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retirement roadmap book

SHP Retirement Road Map®
By: Derek L. Gregoire, Keith W. Ellis Jr. & Matthew C. Peck, CFP® CIMA®
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financial podcast

Download both Mind The Gap &
SHP Retirement Road Map® Audio Versions.
LISTEN ON THE GO!

OUR GUIDES
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2022 Tax Planning Guide

2022 Tax Planning Guide
Work to Reduce Your Taxes
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Social Security

Maximizing Social Security
In Todays World – 2022
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5 Keys to Retirement Planning

5 Keys to Retirement Planning
in 2022
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Medicare Advantage Guide

Your Guide to Medicare
and Filling The Gaps
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Long Term Care Guide

A Short Introduction to
Long Term Care
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Real Estate Guide

Your Guide to Real Estate
Investment Options, Tax Planning, & Exit Strategies
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Age 5 to 55

Age 5 to 55:
What Your Kids Need to Know About Finances
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2021 Pension Guide

Pension, Buyouts,
& Retirement Income - 2022
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59 half Guide

Why 59½ is an
Important Age
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The End Of The Year Guide

The End Of The Year Guide
You End Of Year Checklist
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The Ultimate 401k Guide

The Ultimate 401(k) Guide
How To Take Control of Your 401(k)
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Market Volatility

Market Volatility
The Market and Covid-19
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Womens Retirement guide

WOMEN'S RETIREMENT
Planning Guide
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Legacy Planning And Wealth Transfer

LEGACY PLANNING AND WEALTH TRANSFER
How To Successfully Communicate
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The SECURE Act

The SECURE Act
What it may mean for you?
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Important Birthdays

Milestone Birthdays
Important Ages Over 50
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Required Minimum Distribution

Required Minimum Distributions
Are You Prepared for RMDs?
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legacy and estate planning guide

LEGACY & ESTATE PLANNING
Understand The Basics
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End of Year Guide

Your End of Year Checklist
2021 Edition
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Retirement Road Map® RADIO SHOW

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SHP FINANCIAL IN THE MEDIA

THE SHP FINANCIAL RETIREMENT ROAD MAP® PROCESS

Your Journey Begins Here!