Forecast Retirement Redefined Acres of Diamonds

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

How Compound Interest Works

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

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How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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