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.
Charity Event – Black Feather Horse Rescue
RECENT CHARITY EVENT On Friday May 24th we volunteered at Black Feather Horse Rescue in Plymouth, Massachusetts. Black Feather Horse Rescue is a 501 (c) non-profit organization that has been in operation ...
5 Important Tax Tips
Here’s What You Need to Know About Taxes For retirees and pre-retirees, tax strategy is an important component of a retirement plan and should be adjusted based on your wants and needs in retirement. ...
Charity Event – Rosie’s Place, A Sanctuary for Women and Children in Poverty or Homelessness
RECENT CHARITY EVENT Our group chose to volunteer our time at Rosie’s Place, a sanctuary for women and children in poverty or homelessness. Rosie’s food program helps an average of 280 people ...
Weekly Market Thought of the Week – Keeping Your Portfolio Cool in the Summer Heat
So far 2019 has been a great year for the stock market, despite the recent market volatility. During the month of May equity markets fell 7-10% as trade tensions and fears of a global growth ...
Why $1 Million in Savings May Not Be Enough
They say age is just a number, but the same probably shouldn’t be said of retirement preparation. While $1 million may seem like a substantial nest egg, it may no longer be enough if you ...
Charity Event – Best Buddies event at Harvard Stadium
RECENT CHARITY EVENT We volunteered at a Best Buddies event at Harvard Stadium. Best Buddies is the world’s largest organization dedicated to ending the social, physical and economic isolation of the 200 ...
Charity Event – South Shore Community Action Council
RECENT CHARITY EVENT Members of our SHP team recently volunteered at the South Shore Community Action Council, Greater Plymouth Food Distribution Center in Plymouth. The SHP team will be volunteering all year in ...
Weekly Market Thought of the Week – Global Economic Summary
Despite better-than-expected Q1 GDP for many countries, global growth is still likely to slow but not stall this year. The global economy should be supported by strong labor markets and accommodative monetary policy. The second ...
Is Now the Time to Convert to a Roth IRA?
Roman poet Horace penned the famous phrase, “carpe diem” – seize the day. Could 2019 be the year to seize the Roth? A Roth IRA can be a valuable asset in retirement because qualified distributions ...
Weekly Market Thought of the Week – Advice for Your Recent College Graduate
During the economic decline of the recession, many households struggled as one or both breadwinners lost jobs. Even workers who managed to survive corporate layoffs suffered through years with little to no salary increases. Unfortunately, ...
Financially Savvy Gift Ideas
When you’re young, you can get away with handing out cards drawn with colorful crayons as your go-to gift, but when you get older you have to learn how to stretch your budget. As we ...
Weekly Market Thought of the Week – Deal or No Deal – The Trade War Continues
A full timeline of Trump’s trade war with China shows its escalation in four distinct phases. The first two rounds were 25% tariffs on $50 billion in Chinese goods. The third phase was a 10% ...