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Healthcare Category

Signed into law in 2010, The Affordable Care Act makes sweeping changes to our health-care system. In general, the legislation mandates that most individuals have minimum health insurance or face a possible tax. And while employers are not required to offer health insurance to their employees, those electing not to offer coverage may face a penalty. How does the health-care reform law affect you? If you have health insurance, can you keep it? If you’re a small business owner, do you have to offer insurance to your employees or face a penalty? How does the law affect seniors and Medicare? These are just some of the topics that our Health-Care Reform Resource Center explores.

  • Market Perspectives: Q3 2017 Newsletter

    We have released our 3rd Quarter 2017 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window.

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  • Who Spends the Most Years in Retirement?

    May 10, 2017 While many Americans may dream of an early retirement, men average just 10 years in retirement, while women typically get 16—mostly because men die earlier. That’s still 10 years less than women lucky enough to live in Austria, the #1 country for length of retirement. Source: Horsesmouth.com, OECD, FlowingData http://flowingdata.com (April 7, […]

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  • Nine Tips to Live Beyond 100

    These nine commonalities may lead to a longer, healthier and happier life right where you are. From the Grecian island of Ikaria where people “forget to die” to a sunny Californian community in Loma Linda, people are growing older – in “blue zones” where reaching 100 isn’t that unusual. Together, these groups of centenarians offer […]

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  • Q3 2017 Newsletter

    We have just released our 3rd Quarter 2017 Newsletter, which contains recent articles and current Shobe Financial news. You can view it below or click here to view it in a new window.  

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  • 401(k) Withdrawals: Beware the Penalty Tax

    401(k) Withdrawals: Beware the Penalty Tax You’ve probably heard that if you withdraw taxable amounts from your 401(k) or 403(b) plan before age 59½, you may be socked with a 10% early distribution penalty tax on top of the federal income taxes you’ll be required to pay. But did you know that the Internal Revenue […]

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  • Tax Benefits of Homeownership

    Tax Benefits of Homeownership Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax benefits under state law. Mortgage interest deduction One of the most important tax benefits of owning a home is that you may be able […]

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