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Blog

Grandmother and granddaughter knitting together
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

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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
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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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Woman in a suit holding a piece of paper. She is in an office setting.
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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Charlie Shipman | Aug 26, 2021

For Long-Term Investors Fees Really Do Matter

Investments
The efficient markets hypothesis implies that no active investor can consistently beat the market over long periods of time, except by chance. Yet active
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Charlie Shipman | Aug 24, 2021

Why You Need a Serious Retirement Investment Strategy

Retirement
With rising retirement costs, longer life spans, and the need to rely almost exclusively on one’s own assets for income, there is little margin for error in
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Charlie Shipman | Aug 19, 2021

Three Key Elements to Early Retirement Success

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Retirement
With the long financial nightmare of the recession and financial crisis shrinking in the memories of those who endured it, Americans are, once again, setting
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Charlie Shipman | Aug 17, 2021

Benchmarking Mutual Funds: Are You Missing the Mark?

Investments
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As the stock market resurgence continues, investors are reawakening to the performance benchmarks of their mutual funds to see if their fund choices are drawing
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Charlie Shipman | Aug 12, 2021

Why You Should Prioritize Retirement Savings over College Savings

Retirement
College
Savings
Family
Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education
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Charlie Shipman | Aug 10, 2021

Tax Diversification

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Tax Planning
One of the most important tenets of investing for retirement is to diversify broadly for the best possible long-term returns in your portfolio. However, for the
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Charlie Shipman | Aug 5, 2021

Is it Time for REITs Again?

Investments
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With many people still stinging from a housing market that, in many parts of the country, is still struggling to recover, any suggestion of adding real estate
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Charlie Shipman | Aug 3, 2021

Preparing for Lifetime Income Sufficiency in Retirement

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Retirement
When financial planners first began to calculate retirement income needs back in the 1970s and 1980s, many of them latched on to the "70 percent" rule, which
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