Shawn D. Wall

March 14, 2025 Shawn D. Wall 3 min read

Carefully Consider Social Security Decisions

Your Social Security benefits can be an important part of your retirement income, but when should you start collecting them? It’s a big decision, so you’ll want to consider your options carefully. . . Read More

Local Opinion Editorials

February 28, 2025 Shawn D. Wall 3 min read

Key Decisions For Retired Couples

Once you and your spouse retire, you’ll have some decisions to make — decisions that could affect your quality of life in your retirement years. What are these choices? Here a few of the most important ones: How much should you withdraw from your retirement accounts? . . Read More

Local Opinion Editorials

February 14, 2025 Shawn D. Wall 3 min read

What To Know Before “Reversing” Your Retirement

After working for decades, you may have been looking forward to retiring. But what if you decide to “reverse” your retirement? You could rejoin the workforce for any number of reasons. . . Read More

Local Opinion Editorials

January 31, 2025 Shawn D. Wall 3 min read

Put Your Tax Refund To Work

Most of us probably don’t enjoy preparing our taxes, but there’s often a reward at the end — a tax refund. If you get a refund this year, how can you make the best use of it? . . Read More

Local Opinion Editorials

January 24, 2025 Shawn D. Wall 3 min read

You Can Put More Into Your401(K) This Year

Once you retire, you’ll likely need to draw on a variety of financial sources — and one of the most important ones may be your 401(k). And for 2025, you can put even more money into your plan than ever. . . Read More

Local Opinion Editorials

December 6, 2024 Shawn D. Wall 3 min read

Consider These Year-End Financial Moves

As we enter the holiday season, your life may well become busier. Still, you might want to take the time to consider some financial moves before we turn the calendar to 2025. . . Read More

Local Opinion Editorials

November 22, 2024 Shawn D. Wall 3 min read

Consider Tax-Smart Charitable Gifts

As we enter the annual season of giving, you might be thinking of charities you wish to support. But you also might be wondering how to gain some tax benefits from your gifts. . . Read More

Local Opinion Editorials

November 8, 2024 Shawn D. Wall 3 min read

Which IRA Is Right For You?

The individual retirement account (IRA) is celebrating its golden anniversary. Created in 1974, this savings vehicle has helped millions of people build resources for retirement. And in 1997, the Roth IRA was introduced. . . Read More

Writer Biographies

November 6, 2024 Shawn D. Wall 0 min read

Shawn D. Wall

Shawn graduated from Ball State University in 1991 with a degree in finance. He started building his practice with Edward Jones in Waynedale. He has been in the same location since 1992 continuing to build relationships on hard work and the desire to see people fulfill their retirement dreams. . . Read More

Local Opinion Editorials

October 25, 2024 Shawn D. Wall 3 min read

How Can You Plan For Incapacity?

We all hope to enjoy long, healthy lives, retaining the ability to think clearly and make our own decisions. But life doesn’t always work out that way — which is why you need to prepare for a potential incapacity that could affect your independence . . . Read More

Local Opinion Editorials

October 11, 2024 Shawn D. Wall 3 min read

Cutting Spending Can Help Boost Retirement Savings

Like most of us, you may someday want to enjoy a comfortable retirement. Your ability to achieve this goal will depend on how much you save — but it also matters how much you spend. . . Read More

Local Opinion Editorials

September 27, 2024 Shawn D. Wall 3 min read

Know The Risks Of Investing & Not Investing

Investing involves risk — and so does not investing. You should know how both these types of risk can affect your ability to reach your financial goals. Let’s start with the risks associated with investing. . . Read More

Local Opinion Editorials

September 13, 2024 Shawn D. Wall 3 min read

Retirees Must Identify & Manage Income Sources

During your working years, you know where your income is coming from because you’re working. But once you retire, you’ll have to identify your income sources, know how much you can expect from them and know how to manage them to help support a . . . Read More

Local Opinion Editorials

August 30, 2024 Shawn D. Wall 3 min read

How To Be A ‘Seasonal’ Investor

As we transition from summer to autumn, change is all around us — leaves are taking on new colors, and the days are getting shorter. But you can also experience different seasons in various aspects of your life — including when you invest. . . Read More

Local Opinion Editorials

August 16, 2024 Shawn D. Wall 3 min read

Retirees Must Identify & Manage Income Sources

Local Opinion Editorials

August 2, 2024 Shawn D. Wall 3 min read

Are You Afraid Of Outliving Your Money?

Do you worry about running out of money during your retirement years? If so, how can you help prevent this from happening?In the first place, if you have this type of fear, you’re far from alone. . . Read More

Local Opinion Editorials

July 19, 2024 Shawn D. Wall 3 min read

How Should You Respond To Market Cycles?

The movement of the financial markets can seem mysterious — and yet, if we look back over long periods, we can see definite patterns that consistently repeat themselves. As an investor, how should you respond to these market cycles? . . Read More

Local Opinion Editorials

July 5, 2024 Shawn D. Wall 3 min read

How Strong Is Your Emergency Fund?

You can’t predict financial emergencies — but you can prepare for them. To do that, you can build an emergency fund to pay for unexpected expenses, some of which may be sizable. . . Read More

Local Opinion Editorials

June 21, 2024 Shawn D. Wall 3 min read

What To Know Before ‘Reversing’ Your Retirement

If you’ve retired, you may have thought you closed the book on one chapter of your life. But what happens if you need to “reverse” your retirement? Due to higher inflation and rising interest rates, many retirees are taking out more money from . . . Read More

Local Opinion Editorials

June 7, 2024 Shawn D. Wall 3 min read

Avoid These Estate Planning Mistakes

By the time you reach retirement age, you may have accumulated a 401(k), IRA and other investment accounts, along with insurance policies and physical properties. You’ll use some of these assets to support your retirement, but the rest may end up . . . Read More

Local Opinion Editorials

May 24, 2024 Shawn D. Wall 3 min read

Younger Workers Must Balance Financial Priorities

Younger workers starting their careers face important financial decisions, focusing on three key areas: paying off student loans, saving for short-term goals like weddings or home purchases, and saving for retirement through employer-sponsored plans like 401(k). . . Read More

Local Opinion Editorials

April 26, 2024 Shawn D. Wall 3 min read

Be Careful When Naming Beneficiaries

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your IRA, you’ll be asked to name a beneficiary, and, . . . Read More

Local Opinion Editorials

March 29, 2024 Shawn D. Wall 3 min read

Slow & Steady: A Smart Way To Invest

You’ve probably heard stories about fortunate investors who “get in the ground floor” of a new, hot company and quickly make a fortune. But while these things may happen, they are exceedingly rare and often depend on hard-to-duplicate circumstances . . . Read More

Local Opinion Editorials

March 15, 2024 Shawn D. Wall 3 min read

Time For Financial Spring Cleaning?

Spring is almost here, which means it’s time for some spring cleaning. This year, in addition to tidying your home and surroundings, you might want to consider sprucing up your financial environment, as well. . . Read More

Local Opinion Editorials

March 1, 2024 Shawn D. Wall 3 min read

Can You Save Too Much For A Rainy Day?

“Save for a rainy day” is an old piece of advice — and a good one. But is it possible to save too much? To begin with, what defines a “rainy day” in terms of financial needs? . . Read More