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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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.