Skip to main content
menu
  • Home
  • About
  • Our Process
  • Services
    • Investment Management
    • Personal Financial Planning
    • Estate Planning
    • Business Consulting - Fractional C Suite
    • Financial Planning for Business Owners
    • Succession Planning for Business Owners
    • Divorce Planning
  • Blog
  • Contact
  • Client Login

Blog

Toddler standing at the bottom of a stone staircase
Charlie Shipman | Feb 21, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Ten key accounting calculator on a soft yellow desk
Charlie Shipman | Feb 17, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
A calculator and a pen on top of a graph
Charlie Shipman | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Man sitting on a park bench and working on a laptop
Charlie Shipman | Jan 25, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Charlie Shipman | Jan 10, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Charlie Shipman | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
Hand holding a bill with a red "Past Due" stamp on it
Charlie Shipman | Nov 29, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
stock
Charlie Shipman | Nov 15, 2022

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

Read More
Stock Image
Charlie Shipman | Nov 10, 2022

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

Read More
A row of houses along a canal
Charlie Shipman | Nov 8, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
fair lights in hands
Charlie Shipman | Nov 4, 2022

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

Read More
Charlie Shipman | Oct 20, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

8 Wright Street
Suite 100
Westport, CT 06880

(203) 557-8272
team@bluekeelfp.com

Send a Message

© 2026 Blue Keel Financial Planning, LLC. All rights reserved.