This week SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® discuss three key topics in the areas of incoming planning and investment planning for your retirement 1) Ways to help make sure your retirement income will last the rest of your life 2) What you should expect from your financial advisor, including questions you should be asking during your annual reviews with respect to income, taxes, healthcare, etc. 3) SHP Weekly Market Report: tips for diversifying your portfolio.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck and Keith Ellis discuss Four of the top, most common mistakes made by pre-retirees and retirees when planning for retirement. Learn how to fix, or better yet avoid these mistakes with proper retirement planning.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck 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, Matthew Peck and Keith Ellis discuss 1) Trusts and four key benefits when they are set-up properly 2) How to keep the rising costs of goods and services from derailing your retirement by including inflation planning in your overall retirement plan 3) SHP Weekly Market Report: Can the S&P 500 predict market performance and market cycles in the economy? 4) SHP Question of the Week: If I want to buy a second home, should I cash out my pension rather than take out a mortgage?

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck and Keith Ellis discuss a few different areas of an income plan and why it is so important. At SHP Financial, our 5-Step Retirement Road Map® includes plans for Income, Investments, Healthcare, Taxes and Legacy. Each plan is designed to help you get to and through retirement. Some key areas for discussion when developing an income plan include 1) Maximizing Social Security 2) What would your income plan look like if you or your spouse passed away? Would there be loss of income from a pension or a Social Security benefit? 3) What is the role of inflation and taxes when positioning your assets in an income plan? 4) SHP Weekly Market Report: Should gold be owned as an asset class and what is an appropriate amount that should be owned?

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck and Keith Ellis discuss taxes and how to maximize your net income while minimizing taxes for yourself as well as the next generation 1) Estate taxes and with proper planning, avoiding a potential 16% tax bill from the state of Massachusetts 2) Mutual funds and setting up your accounts properly to avoid unnecessary taxes 3) Capital gains and capital gains distributions.

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

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck and Keith Ellis discuss the recent new rule passed by the Department of Labor called the “Fiduciary Rule.” By 2018, all financial advisors and brokers will be required to give fiduciary-based advice or act in the best interests of their clients when providing investment advice. How this new rule could impact retirement plans by hundreds of thousands of dollars.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck and Keith Ellis discuss 1) The pros and cons of managing your 401K, especially if you are 59 ½ or older and still working 2) How to select your ideal IRA. Is your IRA in the right area, do you know all your options, is it truly individualized and aligned with your risk tolerance? 3) SHP Weekly Market Report: Recap and review of the 1st Quarter. Also how fear mongers can creep into the market and affect market volatility.

This week SHP Financial Co-Founders Derek Gregoire, Matthew Peck and Keith Ellis discuss 1) What the banking industry looks like today vs in 2008. Have any improvements been made? We are excited to be joined by Steven Antonakes, Chief Compliance Officer for Eastern Bank and former Deputy Director for the Federal Consumer Financial Protection Bureau to discuss this important topic 2) How you can increase the odds for success in your retirement. We will discuss the biggest difference between retirement success and failure 3) Decisions made by the Federal Reserve and how they may impact your portfolio.