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Creating a Retirement Strategy

Submitted by Shoemaker Financial on December 10th, 2020

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their investments, plus Social Security. They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy might make a great difference.

Tags:
  • Financial Planning
  • Investing After College
  • Investment Types
  • Planning for Retirement
  • Single
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Health Care Costs are Cutting into Retirement Preparations

Submitted by Shoemaker Financial on July 24th, 2020

You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives.

In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing the big picture of retirement strategy.1

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Common Tax Errors to Avoid

Submitted by Shoemaker Financial on May 29th, 2020

What if You Get Audited?

Submitted by Shoemaker Financial on May 26th, 2020

“Audit” is a word that can strike fear into the hearts of taxpayers.

However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the most recent statistics available, show the IRS audited 0.5% of all individual tax returns.1

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Cash Flow Management

Submitted by Shoemaker Financial on May 26th, 2020

You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of business and personal “financial planning” involve tomorrow’s goals, but those goals may not be realized without attention to cash flow, today.

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Making Sense of a Home Warranty

Submitted by Shoemaker Financial on May 26th, 2020

As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down.

A warranty makes sense for big-ticket purchases, but what about for a home?

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The Anatomy of an Index

Submitted by Shoemaker Financial on May 26th, 2020

Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including about $3.5 trillion in index assets?

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Certain Uncertainties in Retirement

Submitted by Shoemaker Financial on May 26th, 2020

The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years.

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Time to Spring Clean Your Accounts

Submitted by Shoemaker Financial on May 26th, 2020

Springtime often requires some financial spring cleaning. This is the best time to ensure your accounts are up to date and secure. Here are 3 tips to help keep your finances safe and sound:

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Countdown to College

Submitted by Shoemaker Financial on May 26th, 2020

Most parents want to give their children the best opportunity for success and getting into the right college may help open doors.

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Categories

  • Financial Planning (1)
  • Investing After College (1)
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  • Planning for Retirement (1)
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Shoemaker Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3121112 DOFU 06/2020

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