Stay up to date with everything going on here at The Shobe Financial Group and the financial world around us. On this page you can search our recent articles tailoring to the financial economy and announcements that relate to the happenings here at Shobe.
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Financial Advice for Recent College Graduates
Posted in: Education
You’ve put in the hard work as a college student and finally received your diploma. Now you’re ready to head out on your own. And though you may not have given much thought to your financial future when you were in college, you have new financial challenges and goals to consider. Fortunately, there are some […]
Read this articleAre You and Your Partner on the Same Retirement Page?
Posted in: Lifestyle
In 2018, Fidelity Investments asked couples how much they think they will need to save for retirement to maintain their current lifestyle. Believe it or not, 49% said they had “no idea.” Over half the survey respondents – 54% – disagreed on the amount needed to retire, and 43% had differing answers when asked their planned retirement age. In some ways, that’s not surprising […]
Read this articleShobe Current News
Posted in: Happenings at Shobe
QUARTERLY UPDATE: 3rd QUARTER 2019 Welcome Back! We are happy to welcome back Erin Sigur Sibley from her maternity leave! Both she and baby Landry Kate are doing wonderfully! Congratulations! We are proud to announce Bailey McNamara has earned her CERTIFIED FINANCIAL PLANNER™ Certification (CFP®) and has been promoted to a Financial Planner! Congratulations! We […]
Read this articleA Circle of Care
Posted in: Lifestyle
QUARTERLY UPDATE: 3rd QUARTER 2019 You’ve heard it before: Americans are living longer. Advances in medicine and technology have increased our longevity as well as our quality of life. But the latter doesn’t just happen by accident. It takes a savvy senior and a well-orchestrated team to pull together all the resources needed to maintain […]
Read this articleCharitable Giving After Tax Reform
Posted in: Charitable
QUARTERLY UPDATE: 3rd QUARTER 2019 Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you’ll be affected by these changes is important. Income Tax Benefit of Charitable Giving If you itemize deductions on your federal income tax return, you […]
Read this articleBefore Natural Disaster Strikes
Posted in: Lifestyle
Preparing for an unexpected storm or fire can help protect both your personal and financial well-being. Consider these recommendations for protecting important documents and making a swift, safe evacuation. Saving Your Documents If a fire, hurricane or other natural disaster occurs, the documents needed to rebuild your life should either be with you or […]
Read this articleNurturing Moneywise Children
Posted in: Education
Most parents appreciate the importance of traditional education in their child’s development considering the obvious intellectual and social benefits. Yet all too many forget that a financial education is also crucial for ensuring their offspring’s long-term well-being. The good news is it’s never too early or too late to begin sharing your financial wisdom and […]
Read this articleEducation Planning 101
Posted in: Education
Although it is best to start the college investment process when a child is young, it is never too late to begin. No matter the child’s age, what’s important is that you plan now. It is easy to put off thinking about these expenses, hoping that your student will receive scholarships or financial aid. But […]
Read this articleRetiree in Training
Posted in: Life Events
2nd Quarter Shobe Insights 2019 Are you ready to retire? Are you sure? Think about it before you say, “Yes!” Most of us really look forward to the idea of well-deserved, unstructured free time. A time to do exactly what we please when we please – travel, spend time with family, pursue hobbies, volunteer. Until […]
Read this articleNational 529 Day: What You Need to Know
Posted in: Education
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 […]
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