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Retirement Category

  • Baton Rouge Business Report Article Featuring Jason Windham

    Our very own Jason Windham was recently featured in an article for the Greater Baton Rouge Business Report on retirement.  You can view it below or click here to view it 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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  • 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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  • Evaluating Your Medicare Options – Shobe Insights: Q3 2016

    As Told By Edward Shobe, CFP®, CLU®: My wife and I originally had a Medicare Advantage plan, which we purchased after meeting with an insurance consultant. This plan was wonderful until we discovered there was no coverage when I was referred to a doctor outside of my network. We learned that my original plan was not […]

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  • What is a phased retirement?

    In its broadest sense, a phased retirement is a gradual change in your work patterns as you head into retirement. Specifically, a phased retirement usually refers to an arrangement that allows employees who have reached retirement age to continue working for the same employer with a reduced work schedule or workload. A phased retirement has […]

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