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Blog

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Charlie Shipman | Jul 29, 2021

Will You Outlive Your Income? How to be Certain You Won’t.

Retirement
While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are
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Charlie Shipman | Jul 27, 2021

Are Early Withdrawals from an IRA a Good Idea or a Bad Idea?

Premium
Retirement
Filed in the “it seemed like a good idea at the time” category is a case in which one of our clients used a relatively obscure and somewhat complex provision in
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Charlie Shipman | Jul 22, 2021

8 Tips for Paying High Medical Bills

Premium
Tax Planning
Next to the IRS, the most formidable and intimidating institutions people will face are the insurance companies and the medical care complex. Both are at the
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Charlie Shipman | Jul 20, 2021

Are Alternative Investments Right For Your Portfolio?

Finance
Investments
Are Alternative Investments Right For Your Portfolio? In recent years it would be difficult to read any financial newspaper or website without seeing headlines
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Charlie Shipman | Jul 15, 2021

How to Choose the Right Investment Advisor

Finance
FINRA Reviewed
Investments
With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools, once only available to
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Charlie Shipman | Jul 13, 2021

Planning for the Long, Long Term

Finance
Retirement
Most people looking to implement a financial plan are making decisions with the long term in mind. While what long term means tends to vary depending on factors
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Charlie Shipman | Jul 8, 2021

Why Women Make Better Investors than Men

Finance
Investments
When it comes to admitting that women are better at certain things, men have a difficult time conceding any degree of supremacy.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Charlie Shipman | Jul 6, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Charlie Shipman | Jul 1, 2021

Investors Beware: The Media Noise can be Deafening

Finance
Investments
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than
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Charlie Shipman | Jun 29, 2021

Investors: Beware of the Herd

Finance
Investments
If you’ve ever seen it, it’s one of those things you’ll never forget – the mass migration of hundreds of thousands of wildebeest moving across the plains of
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Charlie Shipman | Jun 24, 2021

The Value of Dollar Cost Averaging

Finance
Investments
It has been argued that the best way to invest in the stock market is with a lump sum of capital that can be properly diversified across several asset classes
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Mother and daughter cooking and laughing
Charlie Shipman | Jun 22, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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