January 10, 2024There are five worlds of financial planning: income, investment, tax, health care, and legacy–and today’s episode is all about legacy.…- December 20, 2023The end of the year is a time to reflect not just on what we’re grateful for and what we…
- November 29, 2023When most people think of tax planning or doing their taxes, many would rather save it for another day. But…
- November 15, 2023Here at SHP, we get so many questions about Social Security: when to claim it, how it works, and what…
- July 6, 2022When most folks come into our offices for the first time, they have a portfolio of mutual funds, stocks, bonds,…
- June 1, 2022In our industry, there’s a saying: the two people in your life that you want to make sure are younger…
- May 4, 2022 A successful retirement isn’t just about your investments. For many retirees, the biggest, most crucial thing is having a…
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