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SHA Retirement Group - Services

Team

SHA Retirement Group - Services

SHA Retirement Group is comprised of independent, like-minded, professional Retirement Plan Specialists.

Our Team »
SHA Retirement Group - Our Team

Services

SHA Retirement Group - Our Team

SHA Retirement Group is committed to helping organizations implement successful retirement plans with fiduciary care.

Services »
SHA Retirement Group - About Us

Strategy

SHA Retirement Group - About Us

SHA Retirement Group utilizes a holistic process, approaching each plan from the view of our client's organization and its employees.

Strategy »

Helpful Content

Protecting Your Business from the Loss of a Key Person

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

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: #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.

 

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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