Shea Financial Services

Shea Financial Services We focus on helping people get CLEAR and CONFIDENT about their RETIREMENT.

Many have heard they should avoid probate; do you understand what probate is and how it works?
06/24/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

It isn't whether you should have auto insurance - it's what kind you should have.
06/22/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/19/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
06/17/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Three steps may make a difference if you find yourself suddenly single.
06/15/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

06/12/2026

How much is enough for your emergency fund?

Learn the language of life insurance.
06/10/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/08/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

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

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
06/05/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

This piece presents an overview of fundamental steps to consider when a loved one passes.
06/03/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Address

13477 Prospect Road, Suite 101 B
Strongsville, OH
44149

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