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Blog

Charlie Shipman | Mar 14, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Charlie Shipman | Mar 2, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Charlie Shipman | Feb 18, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Charlie Shipman | Feb 9, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Charlie Shipman | Dec 16, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Charlie Shipman | Dec 14, 2021

Is a Fixed annuity Right For You?

Investments
Annuity
One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and
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Charlie Shipman | Dec 9, 2021

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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Charlie Shipman | Dec 7, 2021

Understanding Your True Risk Tolerance is Vital to Portfolio Performance

FINRA Reviewed
Investments
Risk Management
As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished
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Charlie Shipman | Dec 2, 2021

Are Advisory Fees Tax Deductible?

FINRA Reviewed
Tax Planning
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax
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Charlie Shipman | Nov 30, 2021

Getting the Most from Your 410(k) Plan

Investments
Premium
Retirement
401(k) plans were established by Congress to encourage individual savings towards retirement. Offered through employers, the plans are generally available to
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Charlie Shipman | Nov 25, 2021

Choose Your Social Security Age with Care - It Could Cost you a Bundle

Premium
Retirement
With more than 10,000 Baby Boomers crossing the retirement threshold every day, the Social Security check writing machine has kicked into overdrive.
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Charlie Shipman | Nov 23, 2021

Taxes and Your Home Based Business

Premium
Tax Planning
One of the advantages of running your own business from your home is that you get to be yourself all of the time. But, it is important that you don’t lose sight
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