Darlene Shipe, Partner, Wealth Manager

10/26/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

10/23/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

10/21/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

10/19/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

10/16/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

10/14/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

10/12/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

10/09/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

10/07/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

10/05/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?