Press Releases - Shobe Financial Group

Press Releases Category

  • Start the New Year With an Organized Outlook

    The start of a new year is an ideal time to get things in order in your life and your finances. Schedule some time to check in on your accounts, organize tax documents and automate retirement contributions to help set yourself up for success. Winter 2020 market closures Monday, January 20:Martin Luther King Jr. Day […]

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  • 12 Resolutions for 2020

    Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on your financial well-being? Here are 12 resolutions that can help ensure your financial confidence in retirement. 1. Get your balance sheet in order You can’t expect to reach a goal without knowing where you’re starting from. […]

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  • Cybersecurity

      With technology playing an increasingly important role in our world, it is important to be aware of the potential for scams. We need to be informed on the different types of cybersecurity threats and be ready to take the necessary measures to protect ourselves against a cyber-security breach of our electronic data (our passwords, […]

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  • Tradition Charitable Giving

    Lifetime (Noncharitable) Gifting

    What is lifetime (noncharitable) gifting? Gifting can be a powerful estate planning tool, allowing you to transfer your wealth to others during your lifetime. Lifetime gifts have many advantages over gifts you might leave in your will (these are called bequests, legacies, or devises). You might find making lifetime gifts desirable for nontax reasons (e.g., […]

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  • Giving Wisely to Maximize Your Charitable Impact

    Two new studies conducted at the University of Chicago and Northwestern University found that giving to others makes us happier than giving to ourselves. To help you share this joy, here are some ideas for end-of-the-year giving, although there’s no need to wait. Generosity doesn’t have a deadline. Write a check or donate items You […]

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  • A Circle of Care

    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 […]

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