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From Our Point of View

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Which Retirement Plan Is Right For You?

Have you been daydreaming about your retirement lately? After the past year we’ve just had, who isn’t? I’m sure a relaxing and fulfilling retirement has never sounded sweeter, but not so fast! Before you begin packing your bags for that dream vacation, you’ll need to ensure your retirement accounts can foot the bill—not to mention all the bills to follow. Reality check: making your retirement years “golden” requires active planning and saving. There are countless retirement savings options—the problem is finding the account best suited for your unique needs.

Matt Fry
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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
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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