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.
How Often Should You Meet with Your Retirement Planning Advisor?
As part of regularly scheduled maintenance, there are things people should do monthly, annually, and seasonally: dental cleanings every four to six months, oil changes at 7,500 miles or so, and an annual physical. Wealth ...
How to Break Up with Your Financial Advisor
Some relationships weren’t meant to be. Investors should prioritize their financial well-being, and if they feel uncomfortable with their advisor’s communication, service level, or strategy, they should move on. In a long-established relationship, an advisor ...
When Should You Break-Up With Your Financial Planner?
Today’s investments can impact the lifestyle and livelihood investors experience down the road. It wouldn’t be inaccurate to suggest that financial planners hold their client’s futures in their hands. Investors should take their relationship ...
Five Strategies for Creating a Solid Retirement Plan
Many Americans plan to work beyond retirement age, and this is a cornerstone of their financial plan. Unfortunately, this isn’t a reliable strategy. A study from the Employee Benefit Research Institute revealed that 46% of ...
4 Birthdays Crucial In Your Retirement Planning Strategy
The retirement planning process can span many years. Several milestones between ages 50 and 66 can impact an individual’s retirement snapshot and shape the eventual outcome. At these points, participants are afforded opportunities to effect ...
Four Easy Things You Can Do to Plan for Retirement Right Now
The journey to retirement has seen significant changes in the last two decades. While the concept of saving for the future is the same, the next generation of retirees will experience it differently than their ...
Is It Time to Spring Clean Your Financial House?
The spring-cleaning concept is not confined to a house or garage. Spring is a great time to review finances and ensure your portfolio is in order. It’s easy to forget about 401(k), IRA, and other ...
Navigating Financial Security in Retirement: The Role of Work
Retirement is often envisioned as a time of leisure and freedom from the demands of a full-time job. However, the rising costs of living and uncertain economic conditions characterized by high interest rates and volatile ...
Insight on Finding No-Exam Life Insurance
Check out Mark Kenney's, CFP®, CTS™ latest article on MoneyGeek! Mark discusses the the pros and cons of no-exam life insurance and how to know if a no-exam life insurance is right for you. Read ...
Insight on How to Get Life Insurance for Your Parents
Check out Mark Kenney's, CFP®, CTS™ latest article on MoneyGeek! Mark discusses factors that should be taken into account when making decisions about a life insurance policy for your parents. Read the full article here!
Insight on Retirement Savings
Check out Mark Kenney's, CFP®, CTS™ latest article on MoneyGeek! Learn advice for a comfortable retirement and how to take action in Mark's recent analysis. Read the full article here!
What to Know When Retiring into Uncertain Times
There has been a lot of chaos in the market over the last few years, and you may find yourself worried that you’re retiring at the wrong time. You may be worried that you will ...