Charlie Shipman |

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes

Charlie Shipman |

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes

Charlie Shipman |

Started in 1996, 529 plans provide tax incentives for those saving for post-secondary education. The plan allows funds saved to be used at any eligible

Charlie Shipman |

When looking for an investment, many people are turning to real estate. There are a variety of ways to invest in real estate, though one of the most popular

Charlie Shipman |

If you’ve always dreamed of living abroad, now may be the best time. Today, there are around 400,000 American retirees residing outside the United States, with