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

Old couple sitting on the beach
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
Read More
Couple sitting with advisor
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
Read More
Piggy bank
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
Read More
An exit sign in a modern office building
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.
Read More
Workspace with computer
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
Read More
Stock papers
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
Read More
Laptop and glasses on desk
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
Read More
Hands with phone and laptop
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
Read More
default blog image
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
Read More
default blog image
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
Read More
default blog image
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
Read More
default blog image
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
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Current page 8
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Next page Next ›
  • Last page Last »

8 Wright Street
Suite 100
Westport, CT 06880

(203) 557-8272
team@bluekeelfp.com

Send a Message

© 2025 Blue Keel Financial Planning, LLC All rights reserved.