It is important that we keep you updated on the current financial markets as well as what is going on in our Shobe family. On this page you will find recent news articles tailoring to the financial economy and announcements that relate to the happenings here at Shobe. Please feel free to look around and contact us with any questions or feedback!
Who Spends the Most Years in Retirement?
Posted in: Business
May 10, 2017 While many Americans may dream of an early retirement, men average just 10 years in retirement, while women typically get 16—mostly because men die earlier. That’s still 10 years less than women lucky enough to live in Austria, the #1 country for length of retirement. Source: Horsesmouth.com, OECD, FlowingData http://flowingdata.com (April 7, […]
Read this articleNine Tips to Live Beyond 100
Posted in: Articles
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 […]
Read this articleNurturing Moneywise Children
Posted in: Articles
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 […]
Read this articleExpect the Unexpected: What to Do If You Become Disabled
Posted in: Press Releases
Expect the Unexpected: What to Do If You Become Disabled In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they had to leave the workforce early because of health issues or a disability.¹ Although you may be healthy […]
Read this articleShobe Current News Q3 2017
Posted in: Happenings at Shobe
New Face at The Shobe Financial Group! We are thrilled to announce our newest finance intern, William McQueen. William is a senior Finance major at LSU, and is eager to begin gaining experience here at Shobe! Congratulations, William!
Read this articleMisconceptions About 529 Plans
Posted in: Articles
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. […]
Read this articleMarket Perspectives: Q2 2017 Newsletter
Posted in: Business
We have released our 2nd Quarter 2017 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window.
Read this articleShobe Current News
Posted in: Happenings at Shobe
Shobe Current News Congratulations, Joseph! We are very proud of our newest team member, Joseph Dearman, for passing his Series 7 and Series 66 exams! Special Events The Shobe Financial Group is interested in contributing to the Baton Rouge community. This year Jason Windham, Junior Achievement board member and golf tournament co-chair, helped coordinate the […]
Read this articleShould You Auto-Enroll Employees in Your 401(k) Plan?
Posted in: Articles
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 […]
Read this articleWill vs. Trust
Posted in: Investments
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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