Michael Shanahan

Financial planning services built for retirees, business owners & corporate executives.

Securities offered through LPL Financial, Member SIPC

[Michael Shanahan @Hbp_wealth]

Our office and the financial markets will be closed on Friday, June 19, in observance of Juneteenth. We join in recognizing this important day in our nation's history and wish everyone a meaningful holiday.

[Michael Shanahan @Hbp_wealth]

June is Foster a Pet Month! Meet Kelly, a sweet pup Michael is fostering.

Fostering provides animals with a safe, loving home while they wait for their forever family. If you've ever considered fostering, now is a great time to make a difference!

[Michael Shanahan @Hbp_wealth]

The IPO market is showing signs of life. Learn what a potential wave of 2026 public offerings could mean for markets, investors, and the evolving AI-driven economy in this week's Weekly Market Commentary. https://t.co/2KkwDJCHMD

[Michael Shanahan @Hbp_wealth]

Stock valuations remain elevated by historical standards—but context matters.
This week's Weekly Market Commentary discusses the latest insights on what may drive markets higher—and the factors that could challenge the outlook in th https://t.co/LJEbmcQlo3

[Michael Shanahan @Hbp_wealth]

Summer fun shouldn’t come with financial stress

From camps, to travel, to all the little “yes” moments, costs add up fast. A little planning now can keep you in control and enjoying the season.

Know your priorities. Plan ahead. Sp https://t.co/BxTJo9xGbQ

[Michael Shanahan @Hbp_wealth]

You don’t need millions to need an estate plan.

If you’re 18+, having the right documents in place protects your wishes—and your family and can prevent costly, stressful court decisions.

Peace of mind starts with a plan. https://t.co/aUMeWZeE3B

[Michael Shanahan @Hbp_wealth]

Millions may be owed IRS refunds from pandemic-era penalties—but the window to claim is closing fast.

If you paid late fees, interest, or estimated tax penalties from 2019–2022, you could be eligible.

Deadline: July 10. Don’t mis https://t.co/0TnZBHvv6V

[Michael Shanahan @Hbp_wealth]

Happy Mother’s Day!

To all who show up as “mom”—through love, guidance, and support—your impact runs deep.

And to the incredible moms on our team, thank you for the strength, care, and balance you bring every day. We’re so grateful for you.

[Michael Shanahan @Hbp_wealth]

Feeling Financial Stress or Financial Anxiety? Both can impact your health and relationships but understanding the difference is key. If money is weighing on you, you don’t have to handle it alone. We help bring clarity, structure, https://t.co/gK72oK52t3

[Michael Shanahan @Hbp_wealth]

How should you pay yourself as a business owner?

In this video, we break down how your business structure impacts your pay—and why it’s about more than just taxes. Think long-term.

Have questions? We’re here to help.

https://t.co/zznf95gr27

[Michael Shanahan @Hbp_wealth]

How should you invest now that Kevin Warsh is almost certain to be the next Federal Reserve chair? The short answer: Stay the course. https://t.co/N7eS3Uc14z

[Michael Shanahan @Hbp_wealth]

American Industrial Renaissance: Fact or Fiction?
This week’s Weekly Market Commentary examines the forces behind this theme and highlights the key economic indicators investors can use to assess its reality and investment relevance https://t.co/MVPAgebxml

[Michael Shanahan @Hbp_wealth]

Happy Birthday, Andrea!

As our Director of First Impressions, you set the tone for everything we do—with warmth, professionalism, and a smile that never goes unnoticed. We’re so grateful for all you bring to the team. Wishing you a fantastic year ahead!

[Michael Shanahan @Hbp_wealth]

Friendly reminder: it’s Tax Day!

If you haven’t filed yet, now’s the time to wrap things up and get your taxes submitted. Avoid penalties and check it off your list today!

[Michael Shanahan @Hbp_wealth]

Filing for Social Security? The right age isn’t one-size-fits-all. One decision can impact your income for life—make sure you get it right.

Read more before you make a choice you can't undo. https://t.co/KOG9sQnjbd

[Michael Shanahan @Hbp_wealth]

A cease-fire is boosting markets and easing oil prices—but don’t expect instant relief. Gas, inflation, and mortgage rates may take time to settle. What does this mean for your wallet and the economy ahead? Read the full breakdown. https://t.co/0arZTiLxZU

[Michael Shanahan @Hbp_wealth]

In this week's Weekly Market Commentary: Lessons From Past Conflict for Today's Stock Market https://t.co/B6wfKQcA01

[Michael Shanahan @Hbp_wealth]

Congratulations Michael! Your unwavering commitment to your clients has earned you a spot on the Forbes Best in State Advisors list for the 7th year in a row!

[Michael Shanahan @Hbp_wealth]

These Simple Steps Can Save You Time and Trouble With the IRS. https://t.co/4xJgTS7TGB

[Michael Shanahan @Hbp_wealth]

In observance of Good Friday, our office will be closed today.

We hope you have a joyful weekend, and we'll be back to regular business hours on Monday.