Latest Articles


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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  • The Timeless Tradition of Charitable Giving

    Posted in: Charitable

      Charitable giving is a tradition for many of us, but did you know that tradition is as old as time? In fact, the name for doing good – philanthropy – derives from the ancient Greek term for the love of humanity. Like everything, things have evolved considerably since the term was coined. Today’s giving […]

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  • Your Year-End Tax Planning Checklist

    Posted in: News Articles

    Year-end is fast approaching but it’s not too late to take advantage of tax planning opportunities for 2018.  Tax reform has changed the planning landscape and it’s best to find out how these changes may impact you before April 15th of next year. Sit down with your CPA before year end to review your personal […]

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  • Check This List –Twice– Before Year-End

    Posted in: Life Events

    4th Quarter 2018 Shobe Insights As year-end approaches, here are some considerations. If anything has changed related to your income or goals that you’d like to discuss with us, contact us so we can review them with you. Mind Your RMDS Be thoughtful about required minimum distributions (RMDs) to ensure that you comply with the […]

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  • It’s Time for Baby Boomers RMDs!

    Posted in: News Articles

    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½? That’s the age when you must begin taking required minimum distributions (RMDs) from tax-deferred retirement accounts, including traditional IRAs, SIMPLE IRAs, SEP IRAs, SARSEPs, and 401(k), 403(b), and 457(b) plans. […]

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  • How Much Risk Can You Take?

    Posted in: Investments

    Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09 credit crisis are powerful reminders that we cannot control or predict exactly how, where, or when precarious situations will arise. Market risk refers to the […]

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  • Market Perspectives 4th Quarter

    Posted in: Investments

      Volatility has reappeared, but don’t lose focus. The third quarter ended strong but recently, the equity markets have experienced some notable fluctuations – a sharp contrast from the steady upward climb we saw in 2017. Concerns about rising U.S. interest rates, trade disputes and the technology sector contributed to declines for all three major […]

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  • Infographic: Working in Retirement

    Posted in: News Articles

      Read the rest of this month’s Quarterly Newsletter here!

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  • What to do if Your Term Life Insurance Policy is About to Expire

    Posted in: Insurance

      One advantage of term life insurance is that it is generally the most cost-effective way to achieve the maximum life insurance protection you can afford. Many people first purchase term life insurance to protect their family’s financial interests after a significant life event, such as getting married or the birth of a child. You […]

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  • On the Road to Retirement, Beware of these Five Risks

    Posted in: News Articles

    On your journey to retirement, you’ll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes an unplanned detour. Traveling aimlessly Setting out on an adventure without a definitive destination can […]

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  • Why Skipping a Generation Can Be a Good Thing

    Posted in: Estate

    Shobe Insights 3rd Quarter 2018   Why Skipping a Generation Can Be a Good Thing The new tax law, passed in late December, temporarily raised the lifetime exclusion for estate, gift and generation-skipping taxes to just over $11 million per person. The higher exemption, which adjusts for inflation while in effect, sunsets at the end […]

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