Independence, Integrity, and an Individualized Approach
The financial services industry is always evolving and at Shum Financial Group, Inc. we have continued to evolve alongside it. As a Registered Investment Advisor, Shum Financial Group has crafted the firm around helping individuals plan for the future. Our decades of experience and fee-based structures allow us to serve our clients efficiently and effectively, and in the process, we often build lifelong relationships.
Our goal is to help clients develop a financial roadmap and feel confident with their investment strategy. By offering education and guidance from an experienced team, we seek to help clients pursue financial independence and provide clarity in their finances, with planning at our foundation. Contact us today to get started.Contact Us
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Tips to avoid checking in luggage on your next vacation.
There are ways to improve your physical fitness without denting your fiscal fitness.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are a few things to consider when buying or leasing your next vehicle.
You’ve made investments your whole life. Work with us to help make the most of them.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
When do you need a will? The answer is easy: Right Now.