SHA Retirement Group is comprised of independent, like-minded, professional Retirement Plan Specialists.Our Team »
SHA Retirement Group is committed to helping organizations implement successful retirement plans with fiduciary care.Services »
SHA Retirement Group utilizes a holistic process, approaching each plan from the view of our client's organization and its employees.Strategy »
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
If you find it hard to attain personal life goals, there’s an app for that!
A look inside the U.S. government's statistics on household net worth.
When to start? Should I continue to work? How can I maximize my benefit?
Calculating your potential Social Security benefit is a three-step process.
Tips to avoid checking in luggage on your next vacation.
Retirees traveling abroad need to know that their health insurance travels with them.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There’s been a lot of talk about Tax Reform. What might it look like?
Are Real Estate Investment Trusts right for your portfolio?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Recent changes in estate tax laws could affect the strategy you have in place.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.