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    The Marriage Checklist

    By Michael ShanahanFinancial Planning
    Spring is in full swing and for many couples, that means wedding bells. A wedding can be one of the highlights of life. Following months or even years of planning,...
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    June 2, 2018

    7 Ways Doctors Can Improve Finances

    By Michael ShanahanFinancial Planning

    For some doctors, saving lives may be easier than saving money. Doctors must hit the workforce at full speed. Following years of medical school, many doctors don’t start their careers…

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    May 8, 2018

    Keeping Personal Data Private

    By Michael ShanahanFinancial Planning

    Just because you’re paranoid doesn’t mean they aren’t out to get you. Recent events in social media have shed a bright light on the importance of protecting information online. At…

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    April 28, 2018

    Understanding Stocks, Bonds, MF and ETFs

    By Michael ShanahanFinancial Planning
    There's more to investing than purchasing stocks online. Investors have options. Stocks, bonds, mutual funds and ETFs can all be included in a portfolio, yet each carries with it unique...
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    April 11, 2018

    SEP IRAs Learning the Ropes

    By Michael ShanahanFinancial Planning

    SEP IRAs offer a number of advantages to self-employed individuals. Flexible options, high contribution limits, and simplified account management make SEP IRAs a great tool for small businesses and freelancers…

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    March 21, 2018

    Startling Surprises About Retirement

    By Michael ShanahanFinancial Planning
    Retirement is, for many, the ultimate end goal capping off a career.  Originally envisioning a perpetual daydream of pursuing any number of pleasures, many are surprised to find retirement comes...
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    February 1, 2018

    10 Steps for Saving More This Year

    By Michael ShanahanFinancial Planning

    The beginning of the year is a great time for making positive life changes.  People make a number of resolutions each year but for many, saving more money consistently ranks…

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    January 12, 2018

    End of the Year Financial Checklist

    By Michael ShanahanFinancial Planning
    The final months of the year can be the busiest of all.  Holiday happenings, family gatherings, and much more make this an exciting (and sometimes exhausting) time of year.  With...
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    December 5, 2017

    Spotting a Legitimate Charity

    By Michael ShanahanFinancial Planning

      It’s the time of year again when the spirit of giving takes hold and collection efforts across the country increase to capture donor dollars.  Direct mail campaigns, phone calls,…

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    November 14, 2017

    Money You Can Trust – Know the Basics of Trust Accounts

    By Michael ShanahanFinancial Planning

    If you haven’t thought about creating a trust, you are not alone. Trusts are a useful financial planning tool many have yet to discover. The common school of thought is…

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    November 2, 2017
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    The financial consultants at High Bluff Private Wealth are registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC
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