At SHP Financial, we pride ourselves on comprehensive financial planning. If you’re only looking at your investments, you might be missing out on opportunities to increase your contributions or to dial them back if things are tight.
In this clip, we’ll highlight the importance of reviewing your budget and expenses, especially when inflation is likely to continue to impact how much your spending for those everyday necessities.
No statements made during the Retirement Road Map® podcast shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.
