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.
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Helpful Content
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.