Author: Shawn D. Wall

If you are, or will be, a caregiver for elderly parents or another close family member living with Alzheimer’s disease, you may experience some emotional stress – but you also need to be aware of the financial issues involved and what actions you can take to help address them.

You will find few

We’re getting close to the tax-filing deadline. For many of us, this means it’s that time of year when we get our biggest financial windfall – a tax refund. If you have recently received a refund, or are expecting to get one in the next few weeks, what should you do with it?

Of course, you could

When it’s time to do your estate planning – and it’s actually never too soon to begin – you may find the process, at first, to be somewhat bewildering. You’ll have many questions: What sort of arrangements should I make? Who should get what? And when? How can you addre

As you work toward achieving your goals in life, you will need to make moves that contain financial, tax and legal elements, so you may want to get some help – from more than one source.

Specifically, you might want to put together a team comprised of your financial advisor, your CPA or other tax

Think about your loved ones. What will their future be like? Can you picture them living in your house many years from now? Can you picture your children going to college? Can you picture your spouse or partner enjoying a comfortable retirement? These are all pleasant visions – but what if you w

When interest rates rise, the value of your fixed-income investments, such as bonds, will typically fall. If this happens, how should you respond?

First of all, it’s important to understand this inverse correlation between interest rates and bond prices. Essentially, when interest rate

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 &nda

Winter is here again – which may make you wish you were somewhere else. You might be thinking how pleasant it would be to become a snowbird and move to a warmer climate for the season. Of course, your stage of life will help determine if you are prepared to be a snowbird now or if you’re just

Add to your IRA. For the 2018 tax year, you can put up to $5,500 into your trad

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 factor

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