Overview

Today's retirees are faced with many fears and challenges. Will I outlive my savings? Will my medical expenses be too high? Will I be able to afford my daily expenses? Will I be able to stay in my home if I become ill? As a retiree or pre-retiree, if you're asking yourself these same questions, fear not. The SHP Retirement Road Map(R) will provide you with the tools you need to guide yourself to and through retirement with ease. Your map to financial freedom starts here.Certified Financial Planner(R) Matthew Peck and his partners, Derek Gregoire and Keith Ellis, co-founders of SHP Financial, show you how to create a comprehensive retirement plan focusing on five critical areas of your financial life in retirement: income, investments, tax planning, health care and estate planning. Matthew, Derek and Keith are accomplished financial authors and radio show hosts, and they have been helping retirees and pre-retirees develop retirement plans for over 12 years. They have helped hundreds of clients plan for lasting income, protect their wealth and reduce unnecessary taxes.In this book, Matthew, Derek and Keith cover: -Planning for income in a volatile market-Optimizing Social Security benefits-How hidden fees in your investments could ruin your retirement-Ways to reduce future taxes on your investment accounts-How to help your family avoid the costly and time-consuming effects of probate

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9781534619487

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Author Information

Keith W. Ellis Jr., Derek Gregoire and Matthew Peck, CFP(R), founded SHP Financial in 2003 to provide independent, unbiased financial planning for retirees and pre-retirees. With more than 60 years' combined experience, the three are accomplished authors and radio show hosts who are often sought after by local and national news outlets for their perspectives on retirement income strategies, personal finances and economics. Keith earned his bachelor's degree from Franklin Pierce University with honors, and currently resides in Sagamore Beach, Massachusetts, with his wife and two boys. With his busy life, he still devotes time to various charities, including the Plymouth Council on Aging, Plymouth Area Community Television (PACTV), Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute. Derek graduated cum laude from the University of Massachusetts at Amherst with a degree in finance. He is devoted to his Christian faith and currently resides in Lakeville, Massachusetts, with his wife and two children. Derek is also active in the local community - working with organizations such as the Plymouth Council on Aging, Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute. Matthew, his wife, Diana, and their four children currently reside in the storied Ashmont Hill section of Dorchester, Massachusetts - not far from the Savin Hill neighborhood where he grew up. Graduating from the award-winning Boston Latin School in 1996, Matt went on to earn cum laude honors from the University of Connecticut in 2001, where he was awarded the dual degrees of Bachelor of Arts in history and Bachelor of Arts in English. In 2015, he earned Boston University's Certificate of Financial Planning.

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