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Blog

Charlie Shipman | Nov 18, 2021

The Importance of an Investment Philosophy

Investments
If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment
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Charlie Shipman | Nov 16, 2021

Put Courage in Your Investment Strategy

Investments
Premium
Warren Buffet has made no secret of his successful investing strategy. “Buy into fear” he says, “Buy when everyone else is selling”. For most, average investors
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Charlie Shipman | Nov 11, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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Charlie Shipman | Nov 9, 2021

Mass 401k Withdrawals Igniting a Crisis of Confidence

Investments
Premium
Retirement
A recent survey by HelloWallet has reignited concerns over the future state of retirement in the U.S. The survey reveals that 25 percent of people holding funds
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Charlie Shipman | Nov 4, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Charlie Shipman | Nov 2, 2021

Planning for the New Normal Retirement

Retirement
The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure
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Charlie Shipman | Oct 28, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Charlie Shipman | Oct 26, 2021

Smaller Investors Can Go to the Head of the Class with Institutional Shares

Investments
Premium
Along with fund performance and risk ratios, expense ratios are a critical factor in determining the potential of funds to outperform the indexes and their
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Charlie Shipman | Oct 21, 2021

How to Achieve the Highest Quality of Life in Retirement

Premium
Retirement
Today’s retirees are finding that retirement requires at least as much psychological and emotional preparation as it does financial preparation. So, retirement
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Charlie Shipman | Oct 19, 2021

Why You Need an Investment Coach

Education
Investments
Premium
If you believe some of the world’s greatest investors, such as Benjamin Graham and Warren Buffet, it’s not investments that cause people to lose money; rather
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Charlie Shipman | Oct 14, 2021

Saving Versus Paying Off Debt

Retirement
The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial
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Charlie Shipman | Oct 12, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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