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Investments 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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  • Nurturing Moneywise Children

    Teach your children to treasure their financial legacy. Parents often emphasize the importance of education to their beloved children. The rewards are obvious. Yet all too many forget to bolster that education with real-world financial information that can be passed along for genera­tions to come. The good news is it’s never too early to share […]

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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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  • Misconceptions About 529 Plans

    Just like the kids you’re saving college funds for, 529 plans are often misunderstood. Read on to learn how 529 plans are more flexible than you may think. They can be set up by anyone, for anyone, and used for a variety of education costs at all kinds of institutions, not just typical four-year colleges. […]

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