News and Updates
4 Retirement Insights Advisors Can’t Ignore for University Faculty
Full Article Link: Yahoo Finance – 4 Retirement Insights Advisors Can’t Ignore for University Faculty “I think the key is helping them see that retirement doesn’t mean sitting at home […]
Warren Buffett Turns 95: What Every Investor Should Learn from the Oracle of Omaha
Full Article Link: Quartz – Warren Buffett turns 95: What every investor should learn from the Oracle of Omaha Quote from Stephan Shipe“A great example is Nebraska Furniture Mart, which […]
High-Yield Savings Accounts vs. Stocks: What Experts Recommend Now
Full Article Link: CBS News – High-yield savings accounts vs. stocks: Which do experts recommend now? Quote from Stephan Shipe“CDs work best when you want to lock in current rates […]
Can ChatGPT Revolutionize Your Retirement Strategy?
Full Article Link: Investopedia – Can ChatGPT Revolutionize Your Retirement Strategy? “ChatGPT can be a great tool for explaining retirement concepts or helping you understand your options, but it’s not […]
9 Financial Pros Share Their Secrets to Successfully Taking RMDs — and Minimizing Taxes While Doing It
Full Article Link: MarketWatch – 9 Financial Pros Share Their Secrets to Successfully Taking RMDs Quote from Stephan Shipe “Required minimum distributions are one of the most nuanced areas of […]
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