April 23, 2025When it comes to high-net-worth retirement planning, having a robust investment portfolio is only part of the equation. Without a…- April 9, 2025Estate planning is arguably the most important of the five areas of financial planning. When protecting your legacy, having a…
- March 12, 2025Losing a spouse is one of life’s most challenging experiences—both emotionally and financially. When it happens, the surviving partner is…
- February 26, 2025When it comes to retirement planning, many people focus on investments, income strategies, and estate planning—but tax planning is one…
- January 15, 2025It’s a new year, and what better way to kick things off in 2025 than by revisiting your financial plan…
November 13, 2024If you’ve been following the podcast, you’ve likely heard us talk about Roth conversions many times. At SHP, we use…- October 9, 2024In just a few weeks, Americans will vote to decide who will become the next President. With all the commercials…
- August 28, 2024If you’ve made smart financial decisions, secured your nest egg for retirement, and accumulated enough wealth to leave behind, you’ll…
- August 14, 2024Alternative investments: Perhaps you’ve heard of them or even dabbled with them in your portfolio. The alternative marketplace has grown…
- July 24, 2024What’s happening in the markets? What indicators should we look at right now, and what can we expect to see…
- June 19, 2024At SHP Financial, we help our clients with many common or technical questions such as, “What is a required minimum…
May 16, 2024As part of regularly scheduled maintenance, there are things people should do monthly, annually, and seasonally: dental cleanings every four…
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