LESSONS FROM EXPERIENCED INVESTORS
Those who have lived a long time have done a lot, seen a lot – and can teach us a lot. And that’s certainly true when it comes to investing.
Consider some of the lessons you might learn from experienced
Author: Shawn D. Wall
WHAT DOES AN UNPLANNED CAREER TRANSITION MEAN FOR YOU?
The COVID-19 pandemic has unsettled the country’s employment picture for months and will likely continue to do so for a while. However, the nature and terminology of this disruption varies greatly
WHAT SHOULD YOU DO WITH AN INHERITANCE?
If you were to inherit a large sum of money, what would you do with it?
The question may not be hypothetical, especially if you are in the millennial, Gen X or Gen Z demographic groups. That’s because
PROTECT YOURSELF AGAINST FINANCIAL SCAMMERS
It’s unfortunate, but true: During this period of economic uncertainty, one of the busiest “industries” has been financial scamming. But it goes on even during normal times, too, so you’ll want
MANAGING WITHDRAWALS CAREFULLY CAN PROTECT RETIREMENT INCOME
Throughout much of your working life, you contribute to your 401(k), IRA and other investment accounts to help ensure a comfortable retirement. However, once you do retire, you’ll need to shift your
WORK TO ACHIEVE YOUR FINANCIAL INDEPENDENCE
Over the past few months, just about everyone has felt the loss of some type of freedom, whether it’s being able to travel, engage in social gatherings or participate in other activities we previously
STICKING TO BUDGET CAN BOOST YOUR EMERGENCY FUND
During the coronavirus pandemic, our health concerns – for ourselves and our loved ones – have been at the top of our minds. But financial worries have been there, too, both for people whose employment
CARES ACT OFFERS HELP FOR INVESTORS, SMALL BUSINESSES
As we go through the coronavirus crisis, we are all, first and foremost, concerned about the health of our loved ones and communities. But the economic implications of the virus have also weighed heavily on our minds. However, if you’re an i
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WHAT SHOULD RETIREES CONSIDER DOING IN A DOWN MARKET?
The health aspect of the coronavirus affects everyone – we’re all concerned about our well-being and those of our loved ones and communities.
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However, the economic impact may vary among different age groups – and if you’re retired or about
IT’S NOT EASY, BUT LOOK PAST THE MARKET SELLOFF
These are challenging times. Like everyone, you are concerned about keeping your family safe and healthy, and you’re doing your part to help protect your community from the effects of the coronavirus.
NEW RULES FOR RETIREMENT PLAN CONTRIBUTIONS, WITHDRAWALS
If you’ve had an IRA or 401(k) for a long time, you’re probably pretty familiar with the rules governing withdrawals and contributions – because, for the most part, they haven’t changed in years. And you may also know what’s going to happen t
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PROTECT YOURSELF AGAINST LONG-TERM CARE COSTS
If you’re fortunate, you’ll live independently and in good health throughout your retirement years. However, if you ever needed some type of long-term care, such as a stay in a nursing home, would you be financially prepared?
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To answer thi
IS MARKET TIMING A SMART INVESTMENT STRATEGY?
You may have heard that timing is everything. And in many walks of life, that may be true – but not necessarily when it comes to investing.
To understand why this is so, let’s look at three common mistakes investors make:
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To understand why this is so, let’s look at three common mistakes investors make:
Selling investments a
TAKE GREATER CONTROL OF YOUR 401(K)
If your employer offers a 401(k) or similar plan, you’ve got a powerful retirement-savings tool at your disposal. And yet, how well you do with your 401(k) depends greatly on your choices and actions. What steps can you take to maximize the b
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YEAR-END – TIME FOR SOME NEW YEAR’S FINANCIAL RESOLUTIONS
Have you thought about your New Year’s resolutions for 2020? When many of us make these promises, we focus on ways we can improve some form of our health. We vow to get more physically healthy by
USE YEAR-END BONUS (OR GIFT) WISELY
As 2019 draws to a close, you may be anticipating – or have already received – a year-end bonus from your employer. Or you might be receiving a substantial cash gift for the holidays. (If you’re really lucky, you might get both.) You can doubtl
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DON’T CHANGE 401(K) MIX DURING MARKET DROPS
As you’re well aware, we’ve seen some sudden and sizable drops in the financial markets in 2019. While market volatility is nothing new, the recent plunges happened during a period of general political and economic unease. Still, it can be
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IS YOUR ‘DIGITAL ESTATE’ IN ORDER?
If you spend a lot of time on the internet, you’re not just shopping or being entertained, or following the news or participating in an online community. You’re probably also dealing with accounts
LEAVING YOUR JOB? WHAT HAPPENS TO YOUR 401(K)?
If you’re in the early stages of your working life – or even in the not-so-early ones – the chances are pretty good that you will change jobs at some point. When that happens, you’ll probably leave a few things behind – but will one of them be your
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HOW SHOULD YOU RESPOND TO WILD SWINGS IN FINANCIAL MARKETS?
What’s going on with the financial markets? Specifically, what’s behind the price swings of the past several weeks? And, more important, how should you, as an individual investor, respond?
To begin
LIFE EVENTS CAN LEAD YOU TO SEE A FINANCIAL ADVISOR
Over the years, you’ll experience many personal and professional milestones. Each of these can be satisfying, but they may also bring challenges – especially financial ones. That’s why you may
HOW DOES SOCIAL SECURITY FIT INTO YOUR RETIREMENT INCOME STRATEGY?
It might not be on your calendar, but Aug. 14 is Social Security Day. Since it was enacted on Aug. 14, 1935, Social Security has provided some financial support for millions of Americans during their
ESTATE PLANS CAN HELP YOU ANSWER QUESTIONS ABOUT THE FUTURE
The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop estate plans – after all, they’re not rich, so why make the effort? In reality,
WORK TOWARD YOUR OWN FINANCIAL INDEPENDENCE DAY
Once again, it’s time for fireworks, picnics and parades as the nation celebrates Independence Day. Collectively, we enjoy many liberties, but some freedoms can be elusive – and financial freedom
QUESTIONS TO ASK YOUR FINANCIAL ADVISOR
You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here