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Planning Category

  • It’s Time for Baby Boomers RMDs!

    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½? That’s the age when you must begin taking required minimum distributions (RMDs) from tax-deferred retirement accounts, including traditional IRAs, SIMPLE IRAs, SEP IRAs, SARSEPs, and 401(k), 403(b), and 457(b) plans. […]

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  • How Much Risk Can You Take?

    Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09 credit crisis are powerful reminders that we cannot control or predict exactly how, where, or when precarious situations will arise. Market risk refers to the […]

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  • Facing the Possibility of Incapacity

    Incapacity means that you are temporarily or permanently unable to take care of yourself or your day‐ to‐day affairs. Incapacity can result from serious physical injury, mental or physical illness, advancing age, and alcohol or drug abuse. Incapacity can strike anyone at anytime. Planning ahead can ensure that your wishes are carried out . Plan Ahead […]

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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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  • Insights Newsletter: After Disaster Strikes

    Our 3rd Quarter (Q3) 2017 Shobe Financial Group Insights Newsletter has been released. This newsletter includes some tips to follow when looking to help those affected by the storm and a after disaster checklist. You can view it below or click here to view in a new window.  

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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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