Retirement Road Map TV | SHP
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Retirement Road Map TV | SHP
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At SHP Financial, we design our experiences with a primary focus on fostering human connection, a vital element, especially in today’s world. Here’s a glimpse into our recent event, "Unreasonable Gratitude," featuring guest speaker John Israel, also known as Mr. Thank You. We’re dedicated to creating meaningful interactions that enrich our SHP community! | SHP Financial | Facebook
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At SHP Financial, we design our experiences with a primary focus …
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How A-B Trusts Offer More Flexibility and Savings With An Estate Plan One of the most common issues that we see with our clients when it comes to estate planning is that most families don’t realize their estate plan might be outdated. In this segment, SHP Financial’s Laura Russo is joined by Attorney Dave Chaves to explain how A-B Trusts can help couples protect up to $4 million from estate taxes while offering more control over how assets are passed on. They also underscore the importance of wh
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Why Timing The Markets Never Works and How to Handle the Dips In this short clip, SHP Financial’s Matthew Peck and Nick Nelson explain why trying to time the markets almost always backfires and why long-term investors shouldn’t fear buying at market highs or holding through market dips. They highlight research showing that after just six months, investors who bought at a new high often outperform those who waited, proving time in the market beats timing the market. Nick also shares why missing j
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Start Your Journey with SHP Financial | 2025 Brand Video
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