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SHA Retirement Group - Services


SHA Retirement Group - Services

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

Our Team »
SHA Retirement Group - Our Team


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


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

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.


Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.


The market is as unpredictable as the weather. We’d love to help you prepare.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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