Last month, I discussed the legal documents necessary for a solid estate plan. This time, the focus is on the equally, if not more important side of the coin: making…
Jeremy D. Shipp, CLU, RICP, has worked in the financial services industry since 2006. He is managing partner of the retirement and estate planning firm, O’Dell, Winkfield, Roseman & Shipp, LLC. This material does not constitute legal or tax advice, or individual investment advice; you are urged to speak with your appropriate professionals before making any decisions.
It’s a new year, so let’s look at some financial resolutions, specifically, the basics of a solid estate plan. Not having these basics in place can cost a person’s family…
For any new investor wondering where to start, the number of options, decisions, and issues can be daunting. Having worked at a banking center across from a major university early…
Prepare yourself. $20,298. That’s Virginia’s average in-state cost for one year of college (tuition and room and board). If the average annual cost increase remains the same as the current 6.8…
Wait, Mom did what with her money?” Questions like this are uttered amongst siblings many times over, and will continue to be asked with the aging demographics of our society.…
No matter how you slice it, the cost of going back to school is expensive. Notebooks, pens, pencils, paper, backpack, calculator, computer, tablet, and you know the rest of the…
