Matthew C. Peck, CFP®, Certified Investment Management Analyst
Matthew C. Peck has his Certified Financial Planner and Certified Investment Management Analyst certifications and is the co-founder of SHP Financial. He is insurance licensed and has passed the Series 65 exam. Peck is the author of Mind the Gap: The Cracks in the American Retirement System and is the co-host of the Retirement Road Map radio show. He earned dual bachelors degrees in history and English at the University of Connecticut in 2001, and he earned Boston University's Certificate of Financial Planning in 2015.
Phone: 866-746-2401 E-mail: ask@shpfinancial.com Website: www.shpfinancial.com
Latest articles by Matthew C. Peck, CFP®, Certified Investment Management Analyst
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Use the Right Tools to Build a Portfolio Made to Withstand Modern Worries
Making Your Money Last Tools like Riskalyze and Monte Carlo simulations can help ensure your portfolio meets your investment goals while still allowing you to get a good night's sleep.
By Matthew C. Peck, CFP®, Certified Investment Management Analyst Published
Making Your Money Last -
Taxes Are on Sale: Here’s How to Take Advantage
taxes If you’ve got money sitting in pre-tax investments like a traditional IRA or 401(k), you may want to pay the tax bill that comes with them sooner rather than later. Here are three strategies to consider.
By Matthew C. Peck, CFP®, Certified Investment Management Analyst Published
taxes -
Hold On Tight to Get Through the Bond Market’s Bumpy Ride
retirement We’re going through a rough patch for conservative investors, but short-term pain can lead to long-term gains.
By Matthew C. Peck, CFP®, Certified Investment Management Analyst Published
retirement