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Investments Category

  • Medicare and Your Employer Health Plan

      If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer’s group health plan. When you’re eligible for both types of coverage, you’ll need to consider the benefits and costs, and navigate an array of rules. How does Medicare work with your group health […]

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  • From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime

      Each time you connect to the Internet, you risk becoming the victim of a cybercrime. It’s the price we pay for living in a digital world — whether it’s at home, at work, or on your smartphone. According to the Identity Theft Resource Institute, the number of U.S. data breaches in 2016 increased by […]

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  • Market Perspectives: Q3 2017 Newsletter

    We have released our 3rd Quarter (Q3) 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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