SHP

WELCOME TO SHP’S LIBRARY

In Audio, Downloadable, and Print Format

We’ve gathered and created thoughtful and strategic material on a variety of financial planning topics just for you! We hope you find our books and guides helpful. If you would like to take your financial journey 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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SHP Retirement Checklist & Non Financial Contributions

Retirement Checklist
& Non Financial Contributions
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Guide to Annuities

Guide to Annuities
By: SHP Advisors® CIMA®
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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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OUR GUIDES
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Social Security

Optimizing Social Security
In Todays World – 2024
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The Basics of the SECURE Act 2.0

The Basics of
The SECURE Act 2.0
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Your Guide to Roth IRAs

Your Guide to Roth IRAs
Conversions and Advanced Tax Planning
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The Bucket Strategy Guide

The Bucket Strategy
For Protecting Your Retirement Through Recession
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Ultimate 401(k) Guide to Healthcare

Your Ultimate 401(k) Guide
For Healthcare Professionals
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2023 Tax Planning Guide

2023 Tax Planning Guide
Work to Reduce Your Taxes
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5 Keys to Retirement Planning

5 Keys to Retirement Planning
in 2023
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Market Volatility

Market Volatility
Protect Your Savings from Major Market Corrections
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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 – 2023
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59 half Guide

Why 59½ is an
Important Age
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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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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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Retirement Road Map® RADIO SHOW

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