Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs.

Read more by clicking here.

CLU certification

The CLU designation is awarded by The American College to insurance and financial services professionals who have met the College’s three-year business experience requirement, passed its eight college-level education courses and agreed to abide by its code of ethics.

At The Shobe Financial Group, Edward Shobe, Jason Windham, and Bill Campbell hold this designation.

For more information on the Chartered Life Underwriter certification, and what it means to you, visit the CLU website at http://www.cluhigheststandard.com.

What is the future of the federal estate tax? All we know for sure is that no one knows anything; it’s all speculation. So, let’s take a look at what could happen.

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The Shobe Financial Group 2012 Q2 Newsletter has been posted!

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Here is our 2nd Quarter 2012 Capital Markets Review.  Click here to download the PDF.

CFP® certification

The CFP^®, CERTIFIED FINANCIAL PLANNER™ and certification marks are financial planning credentials awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience, and ethics requirements.

At The Shobe Financial Group, Edward Shobe, Jason Windham, William Pomeroy, Craig Kliebert, Zainab Gandhi, and William Campbell, Jr. are CFP^® certified and ready to provide quality financial planning.

For more information on the Certified Financial Planner™ Certification, visit the CFP^® website at www.cfp.net

Click here to view the video on YouTube.

To learn more about what the various Financial Licensing Designations really mean, visit our Licensing / Designations info page!

This information, developed by an independent third party, has been obtained from sources considered to be reliable, but Raymond James Financial Services, Inc. does not guarantee that the foregoing material is accurate or complete. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. The material is general in nature. Past performance may not be indicative of future results. Raymond James Financial Services, Inc. does not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, and are not insured by FDIC, NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2011.

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

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A number of significant federal income tax provisions expired at the end of 2011, a fact that might be easily overlooked with so much attention being focused on the “Bush tax cuts” that are still in effect, but scheduled to expire at the end of 2012.

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Important Tax dates to remember!  Click here to read about the upcoming dates for the month of April.

Keep your finances on track throughout the year with this helpful month-by-month calendar. It’s an easy way to keep track of deadlines you should know and actions you should take.  As you consider the items on this list, be sure to work closely with your financial advisor.

Don’t miss our new collection of articles on Municipal Bond Basics!  Click here to learn more.