Author: Shawn Wall

As the year winds down, you may want to look ahead to see which areas of your life you can improve in 2019. Perhaps you’ll decide to exercise more, eat healthier foods, reconnect with old friends or volunteer at a school or charitable organization. All these goals are certainly worthwhile – but

You will find few “off the rack” solutions for dealing with the financial ch

Here’s some background: In recent months, the Federal Reserve has raised short-term interest rates several times, and given its gene

Everyone’s story is different, involving a range of variables. But here are a few issues to consider:
Insurance – If your kids are through school, your m

Are my goals still realistic?
When you first began working with your financial advisor, you may well have articulated a number of financ

A Roth IRA can be a great way t

For starters, identify your s

Here are some suggestions to consider:

•Contribute to your employer’s retirement plan.
If your employer offers a 401(k) or similar plan, s

How can you tidy your finances? Here are some suggestions:

•“De

Let’s look at the first question first. What caused the steep drop in stock prices we experienced on a few separate days?
Essentially, two main factors seem to be responsible. First, some good economic new

Actually, you might benefit from the services of a financial advis

Such a checklist might look like this:

Twenty years before retirement:
Try to estimate a “price tag” for your retirem

Time can affect how you invest, and the results of your investing, in different ways:

•G

To begin with, withdrawals from traditional employer-sponsored retirement plans like these