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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.

Estate Planning Basics

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 sure one’s financial assets are titled properly. The inherent need…

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Estate Planning Basics

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 thousands of dollars in legal, medical, and/or probate fees. When…

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Where Do I Start?

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 in my career, I can tell you that most of…

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Paying for College? 5 Strategies

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 percent, in ten years, the price tag for a year…

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Mom and Dad’s Money

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. The problem is, too often, adult children find out about…

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Lessons Learned

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 story. If the annual inflation rate of 7.3% for back-to-school…

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