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Blog

Charlie Shipman | Oct 7, 2021

Warren Buffet Retirement Planning Rules: What Would Warren Buffet Do?

Premium
Retirement
Everyone can learn some valuable lessons from Warren Buffet, arguably the most successful investor of all time. Buffet has two strict rules about investing that
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Charlie Shipman | Oct 5, 2021

Self-Attribution Bias Clouds Investor Reality

Investments
Premium
Some, stockbrokers, stock analysts, investment gurus and individual investors will have you believe that investing is an art, requiring nuanced skill and timing
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Charlie Shipman | Sep 30, 2021

Rollovers Series - should I or should I not roll-over?

Investments
Premium
When you change jobs, everything you need to take with you can usually be packed neatly into a couple boxes for your move - everything except your employer
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Charlie Shipman | Sep 28, 2021

Whole Life Insurance as a Tax Diversification Strategy

Tax Planning
For many people, life insurance forms the security foundation of their financial plan. While most financial planners recommend that life insurance be purchased
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Charlie Shipman | Sep 23, 2021

Managing Investment Risks

Investments
Risk Management
In my opinion, it is impossible to predict future stock market returns. Investment models can produce hypothetical returns but they can’t account for future
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Charlie Shipman | Sep 21, 2021

How to Work with an Investment Advisor

Investments
Premium
When it comes to working with an investment advisor, the value you receive is based in the quality of the relationship you establish and his or her ability to
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Charlie Shipman | Sep 16, 2021

The Keys to Building Wealth

Investments
For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure
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Charlie Shipman | Sep 14, 2021

How to Increase Your Returns with Tax-Savvy Investing

Tax Planning
After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest
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Charlie Shipman | Sep 9, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Charlie Shipman | Sep 7, 2021

What You Need to Know About Social Security

Premium
Retirement
Social Security was never intended to be an income source that could support you in retirement. Rather, its sole purpose was to provide a safety net for people
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Charlie Shipman | Sep 2, 2021

When Should You Fire Your Fund Manager?

Investments
Premium
While you may not think of it in this way, your investment in a mutual fund is actually a contract to hire a professional to manage your funds, just as if you
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Charlie Shipman | Aug 31, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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