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Planning Category

  • 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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  • Market Perspectives: Q1 2017 Newsletter

    We have released our 1st 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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  • Should You Auto-Enroll Employees in Your 401(k) Plan?

    According to the Plan Sponsor Council of America (PSCA), more than half of all 401(k) plans enroll employees automatically. Yet just 19% of plans with fewer than 50 participants have this feature.1 Might automatic enrollment be right for your organization? What is automatic enrollment? Simply put, automatic enrollment means that employees are automatically enrolled in […]

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  • Pretax, Roth, or After-Tax Contributions: Which Should You Choose?

    Pretax, Roth, or After-Tax Contributions: Which Should You Choose? If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose? Pretax: Tax benefits now With pretax contributions, the money is deducted from your paycheck before taxes, which helps reduce your taxable income and the amount of taxes you pay now. […]

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  • Will vs. Trust

    Is one Better Than the Other? When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you. What is a will? A will […]

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  • Shobe Quarterly Newsletter: Q1 2017

    We have just released our 1st 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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