Darlene Shipe, Partner, Wealth Manager

Darlene Shipe, Partner, Wealth Manager Financial planning and wealth management

Social Security has been a fact of retirement since 1935; how much do you really know about it?
07/20/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

Do you know the risk factors that can lead to cognitive decline?
07/17/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
07/15/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

Many have heard they should avoid probate; do you understand what probate is and how it works?
07/13/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Tax time can be a good time to give your household budget a checkup.
07/10/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
07/08/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
07/06/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Where do you begin when buying a home? This article has some pointers.
07/03/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
07/01/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
06/29/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

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