This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss how the upcoming 2016 Presidential Election may affect the economy. In addition, learn how to be smarter with your tax strategy in retirement. Hear how to take advantage of the tax code to try to save you money now and in the future. Also to be discussed, new benefits that may provide you with ways to take advantage of your life insurance policy while you are actually still alive. Finally, the SHP Weekly Market Report: Are we close to another black Monday like we experienced in October 1987?

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss six important steps to take the year before you retire and how crucial it is to have a proper plan. At SHP Financial, our Retirement Road Map® process is designed to provide you a personalized, comprehensive plan to help you get to and through retirement.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss 1) How to plan for what could be 30+ years of retirement 2) With Attorney Keith McManus, how life insurance can be a disaster in certain situations 3) Six retirement conversations every couple needs to have 4) In the SHP Weekly Market Report, the term Carried Interest will be discussed. Being a frequent topic in this year’s presidential debates, they review what the term means and why it’s been so heavily debated.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss 1) How to make your retirement confidence a reality 2) Along with Attorney Keith McManus, the four major benefits of setting up a proper trust as a part of your retirement plan 3) Tips for trimming your tax bill as we approach the year end 4) SHP Weekly Market Report: A 3rd quarter review of the market and its performance as we enter into the last quarter of 2016.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss some of the quickest ways that could cause you to eat through your retirement nest egg. Hear some life lessons that can be learned from the “Father of American Finance,” Mr. Alexander Hamilton. Also, the SHP Weekly Market Report on working through your mind’s natural biases in order to maximize your portfolio’s full potential.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss 1) Why it may be time to revisit your retirement withdrawal strategy or income plan especially if you are approaching or currently in retirement 2) Estate planning laws could be changing next year so find out if you should try to get grandfathered-in now or before the end of 2016. This is particularly important for high-net worth individuals 3) Is it time for an insurance check-up? 4) SHP Weekly Market Report: The Federal Reserve’s decision to keep interest rates at current levels and how this may impact you as an investor.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss six important steps to take the year before you retire and how crucial it is to have a proper plan. At SHP Financial, our Retirement Road Map® process is designed to provide you a personalized, comprehensive plan to help you get to and through retirement.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss 1) Tips for protecting yourself during this election season with respect to market performance 2) Managing debt during retirement. What is some good debt to keep and bad debt that you should pay off? 3) In the SHP Weekly Marketing Report: Your Income Plan and dividend-paying stocks. What are the pros and cons of these stocks and when is it beneficial to have them as part of your portfolio?

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® and Keith Ellis discuss the SHP 5-Step, Retirement Road Map Process and how it is designed to help guide you to and through retirement. This show is especially important for individuals within 5 years of retirement or recently retired.

This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® discuss 1) with Attorney Keith McManus of McManus Estate Planning about the dangers that can be in play if you do not fund your trust properly 2) Healthcare costs have become a huge concern for many retirees and is a big part of our Retirement Road Map® Process. We will discuss how to cover the costs of it, if you need to plan for extra income to cover these potential expenses in your future, as well as creative ways to protect your assets from the costs of healthcare during your retirement 3) During the SHP Weekly Market Report, we will review the importance of diversification and how historical numbers show diversification can help balance a stock portfolio 4) A review of an important retirement question: What is your number? How knowing and understanding your number can give you the ability to make better decisions as you approach retirement.