Author: Shawn D. Wall

During your working years, you know where your income is coming from because you’re working. But once you retire, you’ll

As we transition from summer to autumn, change is all around us — leaves are taking on new colors, and

During your working years, you know where your income is coming from because you’re working. But once you retire, you’ll

Do you worry about running out of money during your retirement years? If so, how can you help prevent this

The movement of the financial markets can seem mysterious — and yet, if we look back over long periods, we

You can’t predict financial emergencies — but you can prepare for them. To do that, you can build an emergency

If you’ve retired, you may have thought you closed the book on one chapter of your life. But what happens

By the time you reach retirement age, you may have accumulated a 401(k), IRA and other investment accounts, along with

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). Prioritizing these goals with appropriate strategies is essential, leveraging the advantage of time to build financial stability.

You might not have thought much about beneficiary designations — but they can play a big role in your estate

You’ve probably heard stories about fortunate investors who “get in the ground floor” of a new, hot company and quickly

Spring is almost here, which means it’s time for some spring cleaning. This year, in addition to tidying your home

“Save for a rainy day” is an old piece of advice — and a good one. But is it possible

As we begin the new year, you may be receiving various tax statements from your financial services provider — so

Now that we’ve reached 2024, you might be thinking about your goals and hopes for the new year. But in

Who knows where the time goes? We’ve reached the end of another year, so it’s appropriate to reflect on the

Once again, it’s the season of generosity. In addition to considering gifts for your loved ones, you might want to

It’s been a bumpy year for the financial markets — which means that some of your investments may have underperformed

You may spend decades contributing to various retirement accounts. But for some accounts, such as a traditional IRA and 401(k),

If you have a loved one showing signs of Alzheimer’s or another form of dementia, you’ll obviously experience some strong

It’s probably not on your calendar, but September is Life Insurance Awareness Month. And that means it’s a good time

You’ll find some big differences between traditional and speculative investments — and knowing these differences can matter a great deal

After spending decades in the workforce, you might look forward to the day you retire. But if you decide, for

When you’re retired, you’ll likely have some financial concerns — just like all retirees. However, if you’ve invested regularly and

Mutual funds offer investors a chance to own shares in dozens of companies, as well as bonds, government securities and

If you save and invest for decades, you’d like to know you can retire without financial worries. Nonetheless, you still

If you have a family member with special needs, you might face emotional and physical issues, but you also may

Like everyone, you may have a lot of financial goals. But are they all of equal importance? Probably not. And

Your own decisions and actions typically determine your financial strategies. But outside events can affect your choices, too. And that

During your working years, you generally know how much money you’re bringing in, so you can budget accordingly. But once