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Author: Shawn D. Wall

Local Opinion Editorials 

Watch Out For Tax Season Scams

March 22, 2023March 22, 2023 Shawn D. Wall
It’s that time of year when we do our taxes — but it’s also the same time that tax scammers go to work. What scams should you watch for — and how can you avoid being victimized? ... Read more
Local Opinion Editorials 

Are You Ready To ‘Unretire’?

March 7, 2023March 7, 2023 Shawn D. Wall
Have you recently retired but are now thinking of going back to work? If so, you aren’t alone, as many people are choosing to “unretire.” But if you do reenter the workforce in some capacity, what opportunities might be available to you? And how ... Read more
Local Opinion Editorials 

Worried About Inflation? Consider These Moves

February 17, 2023February 21, 2023 Shawn D. Wall
As you know, inflation was big news throughout 2022. But will it continue in 2023? And looking even further ahead, how should you account for inflation in your long-term plans? ... Read more
Local Opinion Editorials 

Can You Reduce The Medicare Surcharge?

January 20, 2023January 26, 2023 Shawn D. Wall
Before you turn 65, you’ll want to become familiar with Medicare’s rules and features. And if you’re a high earner, you’ll want to be especially aware of the Medicare premium surcharge — because, over time, it can add up to some significant dollars. ... Read more
Local Opinion Editorials 

COLA Is Sweet For Social Security Recipients

December 16, 2022December 16, 2022 Shawn D. Wall
If you receive Social Security, you’ve probably already heard that your checks in 2023 will be bigger – considerably bigger, in fact. How can you make the best use of this extra money? ... Read more
Local Opinion Editorials 

Advice Can Help When Making Charitable Gifts

December 2, 2022December 16, 2022 Shawn D. Wall
Now that it’s the holiday season, gifts are probably on your mind – and you might intend for some of those gifts to go to charities. Although your intentions are good, you could be shortchanging both your recipients and yourself with your method ... Read more
Local Opinion Editorials 

What To Know About Sustainable Investing

November 18, 2022December 16, 2022 Shawn D. Wall
What To Know About Sustainable Investing ... Read more
Local Opinion Editorials 

How Should You Pay For Short-Term Financial Goals?

November 4, 2022December 16, 2022 Shawn D. Wall
As you go through life, you will likely have long- and short-term financial goals. But how will your strategies for meeting your long-term goals differ from those needed for your short-term ones? ... Read more
Local Opinion Editorials 

What Should Alzheimer’s Caregivers Know?

October 21, 2022November 8, 2022 Shawn D. Wall
If you have a family member who has been diagnosed with Alzheimer’s disease, or is starting to show symptoms, you will face some real challenges. Navigating the Alzheimer’s experience involves a long journey, and there’s no easy answer for ... Read more
Local Opinion Editorials 

Failure To Plan: Is It Planning To Fail?

October 7, 2022October 18, 2022 Shawn D. Wall
Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” But as you chart your financial course, what steps should you take to help you keep moving forward to where you want to go? ... Read more
Local Opinion Editorials 

Should You Stick With Index-Based Investments?

September 23, 2022September 26, 2022 Shawn D. Wall
You may have heard that you can simplify your investment strategy just by owning index-based or passive investments. But is this a good idea? You’ll want to consider the different aspects of this type of investment style. ... Read more
Local Opinion Editorials 

Look Closely At Open Enrollment Choices

September 9, 2022September 16, 2022 Shawn D. Wall
Once again, it’s the season for football games and back-to-school activities. And if you work for a medium-size or large employer, it will soon be open enrollment season – the time of year when you can review your employee benefits and make changes ... Read more
Local Opinion Editorials 

Are You Properly Insured?

August 26, 2022August 29, 2022 Shawn D. Wall
You probably won’t see it on your calendar, but September is Life Insurance Awareness Month. And it is indeed important to be aware of the importance of life insurance. Are you adequately insured? ... Read more
Local Opinion Editorials 

Should You Own Bonds When Interest Rates Rise?

August 12, 2022August 16, 2022 Shawn D. Wall
As you know, the stock market has attracted a lot of attention – and for good reason, as we’ve seen considerable volatility almost from the beginning of the year. But if you own bonds, or bond-based mutual funds, you might also have some concerns. ... Read more
Local Opinion Editorials 

Prepare Yourself For A Long Retirement

July 15, 2022July 21, 2022 Shawn D. Wall
We all want to live long lives. We all expect to live long lives. But are we financially prepared for this longevity? ... Read more
Local Opinion Editorials 

Should You Make Extra Mortgage Payments?

July 1, 2022July 7, 2022 Shawn D. Wall
You might enjoy owning your home – but the mortgage? Not so much. In fact, you might want to do everything you can to pay it off as quickly as possible. But is that always the best strategy? ... Read more
Local Opinion Editorials 

How Should You Respond To A Bear Market?

June 17, 2022June 23, 2022 Shawn D. Wall
So far, 2022 has not been a good year for investors. In fact, we’re moving into bear market territory. What should you know about bear markets? And how should you respond? ... Read more
Local Opinion Editorials 

Harness The Power Of Budgeting

June 3, 2022June 6, 2022 Shawn D. Wall
When you hear the word “budgeting,” your first thought might be that it’s mostly for young people starting out in their careers and adult lives. Yet, budgeting can be important for everyone, no matter their age. And even if you feel that you’re ... Read more
Local Opinion Editorials 

Market Decline Offers Buying Opportunities

May 20, 2022May 24, 2022 Shawn D. Wall
The financial markets have gotten off to a rocky start this year. What’s caused this volatility? And does it present opportunities for patient investors? ... Read more
Local Opinion Editorials 

How To Be A Good Money Manager In Retirement

May 6, 2022May 10, 2022 Shawn D. Wall
If you reach retirement with a significant amount of assets, you’ve done a great job of saving and investing. But now comes another challenge – making that money last. ... Read more
Local Opinion Editorials 

HSA: A Healthy Way To Save For Retirement

April 22, 2022April 22, 2022 Shawn D. Wall
Many expenses in life are unpredictable. But there are two things you know you’ll have to pay for: medical bills and retirement. You’ll probably need to take a variety of steps to meet these costs, but one financial instrument that can help is ... Read more
Local Opinion Editorials 

Investors: Beware Of Cyber Fraud

April 8, 2022April 11, 2022 Shawn D. Wall
It’s unfortunate, but true: During times of turmoil, whether it be a geopolitical situation or the economic stresses of inflation and rising interest rates, scam artists in cyberspace will try to take advantage of unsuspecting investors. ... Read more
Local Opinion Editorials 

Use Your Financial Strategy Like GPS

March 25, 2022March 26, 2022 Shawn D. Wall
When you’re driving these days, it’s pretty hard to get lost because your smartphone’s Global Positioning System (GPS) can get you just about anywhere. And as an investor, you can have a similar experience by employing another directional ... Read more
Local Opinion Editorials 

Financial Advisors Can Help Reduce Anxiety

March 11, 2022March 16, 2022 Shawn D. Wall
The long-running coronavirus pandemic has fueled a lot of anxieties – including financial ones. But some people have had far fewer worries than others.Consider this: Among those investors who work with a financial advisor, 84% said that ... Read more
Local Opinion Editorials 

What Should You Do With A Tax Refund?

February 25, 2022March 1, 2022 Shawn D. Wall
Are you expecting a tax refund this year? If so, what will you do with it? ... Read more
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