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Insurance Category

  • 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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  • 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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  • Your Parent’s Financial Future: What You Can Do NOW

    Have a plan before you need a plan, because by the time you need one, it’s too late. Corey Luckett, CFP® The Shobe Financial Group No matter how young or old your parents are, you want to be preparing to help and, perhaps ultimately, handle their financial future. The up-coming need for managing their financial […]

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