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From Our Point of View

What’s In A Plan? A Comprehensive Look At Retirement Planning Thumbnail

What’s In A Plan? A Comprehensive Look At Retirement Planning

You’ve probably seen plenty of images online of smiling, gray-haired couples walking on sandy beaches or pre-retirees meeting with their financial advisors, making plans for how to stretch their income and maximize their Social Security benefits. Or maybe you’ve even seen ads from retirement communities, luring you in with the promise of unlimited opportunities for recreation and a lifestyle they tell you you’ve earned and deserve.

SFG News Market News
Common Financial Mistakes Teachers Make Thumbnail

Common Financial Mistakes Teachers Make

At Shelton Financial we’re honored to count many teachers as clients, helping them work toward peace of mind and financial independence. Unfortunately, we’ve noticed that many of them make the same mistakes in handling their money. We’ve compiled a list here, as well as our thoughts on how to avoid these mistakes, so you can avoid these pitfalls in your investments.

Matt Fry SFG News
5 Unexpected Threats To Your Retirement Plan Thumbnail

5 Unexpected Threats To Your Retirement Plan

What comes to mind when you imagine something wiping out your retirement savings? A personal tragedy? A natural disaster? Maybe a recession? There’s no doubt that these events could significantly impact your portfolio, but they are largely out of your control. The real dangers to your retirement plan are the little-known and often ignored threats that could cause you to lose what you have diligently worked for. Here are 5 ways you could run into retirement trouble and how to help prevent them from derailing your retirement finances.

Market News Nathan Shelton
Meet Our Team Member: Matt Fry Thumbnail

Meet Our Team Member: Matt Fry

I like to joke that my entry into the financial industry was all thanks to a self-fulfilling prophecy! When I was in high school, I wrote a report about becoming a financial advisor when I was older, so I guess you could say I always knew the road I would take. In all seriousness, though, I’ve always had an interest in investments and financial planning, and once I realized that I could use that passion to help people pursue their financial goals and experience peace of mind, it was a no-brainer!

Matt Fry SFG News