retirement Archives

Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck – Ep 045

Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck – Ep 045

When most people think of tax planning or doing their taxes, many would rather save it for another day. But if there’s one area that we can help our clients with ...

Charlie podpostmedia2024-06-18T09:42:53-04:00

The Past, Present and Future of Social Security with Mark Kenney – Ep 044

Here at SHP, we get so many questions about Social Security: when to claim it, how it works, and what might happen to it in the future, especially with how dysfunctional ...

Charlie podpostmedia2024-05-28T15:00:57-04:00

The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck

Whether you’re retiring in five, 10, or 15 years, you need to be well prepared to retire–but other than your money, what exactly goes into a retirement plan? A lot of ...

Charlie podpostmedia2023-10-30T21:01:34-04:00