Welcome!
I'd like to personally welcome you to MikeShumway.com. My hope is that you find information on this site to help you to dream of a brighter financial future, plan, and move forward with greater confidence. The opportunities and potential rewards can potentially be great, when you take a proactive approach to your personal financial situation.
Dream, Plan, and Move Forward with More Confidence.
This website was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Here, you'll find a collection of newsletter articles, calculators, and research reports that will help you take proactive steps toward your goals.
While this site offers great information, nothing beats working along side a skilled professional in pursuit of your financial goals. That's where I come in. I'm here to be your best resource about basic concepts of financial management, give you fast, easy access to market performance data, while helping you chart a course that fits your goals and dreams.
Once again, thank you for visiting MikeShumway.com! Please take advantage of this resource and visit often.
Sincerely,
Mike Shumway
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Newsletters
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.