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Blog

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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

Premium
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
Premium
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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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?

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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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