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 »
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
A four-step framework for building a personal legacy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What does the Tax Reform and Jobs Act mean for you?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Around the country, attitudes about retirement are shifting.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A bucket plan can help you be better prepared for a comfortable retirement.