Charles CJ Shaw CFP, Chfc, Equitable Advisors, LLC

08/07/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

08/05/2026

Check out LPL's monthly client letter for August 2026. https://static.fmgsuite.com/media/documents/c82f7341-bd73-401c-bd8b-c0ce58b30b9b.pdf

08/05/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

08/04/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Constructive on Stocks in the Second Half as AI Debate Continues ". https://static.fmgsuite.com/media/documents/828c1175-d9a7-4f71-8f52-55bcf7c3a282.pdf

08/03/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

07/31/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

07/29/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

07/28/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Can Hyperscalers Earn Their AI Ambitions?"https://static.fmgsuite.com/media/documents/213e1b26-1c1f-4770-9f21-2bb21695246c.pdf

07/27/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

07/24/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.