Darlene Shipe, Partner, Wealth Manager

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

Developing a retirement strategy? It's critical to know the differences between investment types.
06/03/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
06/01/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
05/29/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
05/27/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
05/25/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

What would happen to your loved ones if you were gone? Make financial preparations today.
05/22/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Here are eight mistakes to avoid when.
05/20/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

With increasing wealth comes unique financial challenges.
05/18/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
05/15/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
05/13/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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