THE SHP FINANCIAL BLOG
At SHP Financial, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful, and if you would like to take it a step further for a complimentary review of your current strategies, you can click to let your journey begin.
Rediscover the Value of Yields in Tough Markets
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies ...
3 Birthdays You Need to Know for Your Retirement Accounts
Optimizing your retirement savings takes more than just making sure your IRA isn’t at risk in this market. There are rules and regulations that can help you avoid higher taxes and penalty fees and help ...
5 Unique Risks for the Affluent Investor
You may think that as a high net worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect ...
Who We Are – Mark Kenney – SHP
What experience do you have in navigating the complex world of finance and retirement planning? My mission is to develop individual plans customized to each client’s objectives. This means I have a vast array of ...
3 Questions You May Have About Medicare
With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects of retirement is often overlooked in these ...
A Financial Advisor Can Prepare You for A Wintery Market
When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow ...
Who We Are – Patrick Randall – SHP
What experience do you have with navigating the complex world of retirement planning? Throughout the years, I have helped a wide array of individuals and families including those just starting out saving to small business ...
What Volatility Truly Means
Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically ...
Who We Are – Joe Anderson – SHP
What inspired you to enter the financial Industry? In my formative years, I saw my loved ones endure the hardships of financial struggle. As a child of a single mother, I watched her work as ...
Trusts vs. Wills – What’s the Difference?
Planning for after your passing can be difficult. But creating a plan for what happens to your estate is highly important for your family and your legacy. If left unattended, your estate can potentially be ...
Going “Back to School” on Your Retirement Plan
When you think about your school years, whether your high school, college, or post-grad days, you’ll revisit memorable moments from when you had your whole life ahead of you. Schooling is all about providing students ...
3 Strikes to Avoid When Tax Planning
Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. These three ...