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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

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…

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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…

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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.…

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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…

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