Author: Shawn D. Wall

Holiday cheer has a way of loosening purse strings – sometimes more than we can afford. In 2024, one-third of

More than 7 million Americans have Alzheimer’s disease, according to a 2025 report from the Alzheimer’s Association. The emotional toll

Now that the federal government has shuttered many doors, millions of Americans are wondering how this disruption will affect their

If you’re retired, it’s easy to let your finances go on autopilot. Since October is National Retirement Security Month, it’s

You’ve probably heard about “genius” investors or those who got in on the “ground floor” of a company that grew

You may have heard of the “4% rule” when it comes to retirement. The idea is simple: After you retire,

In life, balance is everything, whether it’s finding time between work and family or maintaining a healthy diet. The same

Think estate planning is only for the wealthy or elderly? Think again. If you own anything, a home, a car,

If you’re planning to retire within the next few years — or you’ve recently retired — market volatility may feel

It’s important to save for retirement, but only half of Americans have calculated how much money they’ll need, according to

Perhaps you’ve heard the expression: “Life is what happens when you’re busy making other plans.” It’s certainly true about an

Some financial decisions can be challenging — like whether to use your money to reduce your debt or to invest.

Do you have a parent or other elderly relative who may soon need a caregiver? If so, be diligent when

With the recently announced tariffs on trade with other countries. While there has been a lot of uncertainty as to

Achieving financial stability doesn’t happen overnight — it takes a journey. And, as with every journey, you’ll need to make

The financial markets always go through periods of instability. And we may see more of that now, given concerns about

Are you concerned about debt? It’s important to recognize this, but, at the same time, you may have more ways

Your Social Security benefits can be an important part of your retirement income, but when should you start collecting them?

Once you and your spouse retire, you’ll have some decisions to make — decisions that could affect your quality of

After working for decades, you may have been looking forward to retiring. But what if you decide to “reverse” your

Most of us probably don’t enjoy preparing our taxes, but there’s often a reward at the end — a tax

Once you retire, you’ll likely need to draw on a variety of financial sources — and one of the most

As we enter the holiday season, your life may well become busier. Still, you might want to take the time

As we enter the annual season of giving, you might be thinking of charities you wish to support. But you

The individual retirement account (IRA) is celebrating its golden anniversary. Created in 1974, this savings vehicle has helped millions of

We all hope to enjoy long, healthy lives, retaining the ability to think clearly and make our own decisions. But

Like most of us, you may someday want to enjoy a comfortable retirement. Your ability to achieve this goal will

Investing involves risk — and so does not investing. You should know how both these types of risk can affect

During your working years, you know where your income is coming from because you’re working. But once you retire, you’ll