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Blog

Charlie Shipman | Oct 19, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Charlie Shipman | Oct 7, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Charlie Shipman | Sep 16, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Charlie Shipman | Sep 3, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Charlie Shipman | Aug 5, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Charlie Shipman | Aug 2, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Charlie Shipman | Jul 30, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Charlie Shipman | Jun 29, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Charlie Shipman | Jun 22, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Charlie Shipman | May 25, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Charlie Shipman | Apr 6, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Charlie Shipman | Mar 18, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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