Keeping Your Wallet Safe

Keeping Your Wallet Safe

Keeping Your Wallet Safe By Alisha Bennett Bitcoin…..the word may be generating more buzz than the Super Bowl this year. While any new type of investment comes with its own inherent risk, investing in Bitcoin poses new challenges as a crypto-currency. Arguments...
Meet Our Founder and Chairman Steve Sheppherd

Meet Our Founder and Chairman Steve Sheppherd

Meet Our Founder and Chairman Steve Sheppherd By Peter Rizzo As I highlight the management team for CheckBook IRA, I’ve given you a background of their accomplishments and a little about them personally. You can get a complete rundown of some of Steve’s...
New Tax Bill & Your Retirement Account

New Tax Bill & Your Retirement Account

New Tax Bill & Your Retirement Account By Jordan Sheppherd As we ring in 2018, a lot of clients are looking to the new tax bill to see how its going to affect them, and what opportunities it offers to save some of their hard-earned money. The biggest question on...
Meet Alisha Bennett | Highlighting Our Management Team

Meet Alisha Bennett | Highlighting Our Management Team

Highlighting Our Management Team: Alisha Bennett By Peter Rizzo Being our COO – every one of our clients and affiliates have dealt with Alisha in one form or another. Whether by phone or email, Alisha is the person that everyone looks to for answers and has the...