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!
Social Security Myths and Misconceptions
Posted in: News Articles
There’s no doubt about it. Filing for Social Security can be daunting. There’s a ton of information – and misinformation – to weed through, as well as the need for some calculations based on several variables. Your benefits depend on your age, how long you’ve worked, what you earned, your marital status and number […]
Read this articleCan I Convert my traditional IRA to a Roth IRA in 2018?
Posted in: News Articles
If you’ve been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so. Because federal income tax rates were reduced by the Tax Cuts and Jobs Act passed in December 2017, converting your IRA may now be “cheaper” than in past years. Anyone can […]
Read this articleMid-Year Planning: Tax Change to Factor In
Posted in: News Articles
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation are permanent, others (including most of the tax cuts that apply to individuals) expire at the end of 2025. Here are some of the […]
Read this articleManaging Money When You Marry: Financial Tips for Newlyweds
Posted in: News Articles
Getting married is an exciting time for a couple. However, along with this excitement come many challenges for newlyweds. One such challenge is how to manage your finances together. The key to success is to communicate with your partner and come up with a financial plan that you both agree on, since the financial […]
Read this articleNine to Five, Beyond 65
Posted in: News Articles
The idea of retirement may conjure images of leisurely days spent reading, pursuing hobbies and traveling. Today, however, many retirement age Americans are choosing to, well, not really retire at all. According to a U.S. jobs report, almost 19% of people 65 or older were working at least part time in the second quarter […]
Read this articleNew Realities for the Modern Family
Posted in: News Articles
Shobe Insights 2nd Quarter 2018 New Realities for the Modern Family We’ve gone from “Leave it to Beaver” to “The Brady Bunch” to “Modern Family.” Our favorite TV shows reflect the times we live in. These days, 70% of American families fall into the “nontraditional” category. While nuclear families (mom, dad, 2.2 kids and […]
Read this articleNational 529 Day: What You Need to Know
Posted in: News Articles
College tuition is a big bill to plan for, and even the best savings strategy may leave you struggling to keep pace with the rising cost of higher education. A 529 plan, however, is a different kind of savings plan — one that can not only grow with your child, but helps reduce your […]
Read this articleMarket Perspectives 2nd Quarter
Posted in: Press Releases
Quarterly Recap Major macro factors affecting the economy and financial markets over the next six to twelve months include interest rates, earnings growth, monetary policy, and global economic growth. Economic data for January and February suggest a soft start to the year, but growth is widely expected to remain strong in 2018-19, supported by expansionary […]
Read this articleHappenings at Shobe
Posted in: Happenings at Shobe
Congratulations! We are excited to congratulate our Special Projects Coordinator, Connie Lieux, for passing her Series 10 examination! We can’t wait to see what she achieves next. We are also excited to welcome Mason Goynes as he moves up from Intern to Financial Services Associate! […]
Read this articleHow Can I Protect Myself from Digital Deception?
Posted in: Business
Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on a link. Or maybe you get an enticing text message claiming that you’ve won a free vacation to the destination of your choice — all you have to do is click on the link […]
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