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Blog

A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
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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Young woman pouring a drink for an older woman. They are sitting together at a table.
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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Elderly woman doing yoga in a park
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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Two people having a picnic by a lake
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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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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Hands holding a small wrapped present
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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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
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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Business person with a newspaper, calculator, computer, and clipboard on desk.
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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Credit card being held
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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