Author: Shawn D. Wall

Have you thought about your New Year’s resolutions for 2020? When many of us make these promises, we focus on

If you spend a lot of time on the internet, you’re not just shopping or being entertained, or following the

What’s going on with the financial markets? Specifically, what’s behind the price swings of the past several weeks? And, more

Over the years, you’ll experience many personal and professional milestones. Each of these can be satisfying, but they may also

It might not be on your calendar, but Aug. 14 is Social Security Day. Since it was enacted on Aug.

The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop

Once again, it’s time for fireworks, picnics and parades as the nation celebrates Independence Day. Collectively, we enjoy many liberties,

You should always be able to ask as many questions as you’d like when working with your financial advisor. So,

If you are, or will be, a caregiver for elderly parents or another close family member living with Alzheimer’s disease,

We’re getting close to the tax-filing deadline. For many of us, this means it’s that time of year when we

Spring is here – and for many of us, that means it’s time for some spring cleaning. This year, in

When it’s time to do your estate planning – and it’s actually never too soon to begin – you may

As you work toward achieving your goals in life, you will need to make moves that contain financial, tax and

Think about your loved ones. What will their future be like? Can you picture them living in your house many

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

As the year winds down, you may want to look ahead to see which areas of your life you can

Winter is here again – which may make you wish you were somewhere else. You might be thinking how pleasant

If you participate in a pension plan at work, you might be offered a buyout at some point. This could

We’ve still got a couple of months left in 2018, but it’s not too soon to start thinking about some

As you may have heard, the stock market has been on a wild ride lately. What’s behind this volatility? And,

None of us can completely control all the things that happen to us. Yet, when it comes to achieving your

We’re officially in autumn – the season when we bring in what we planted in the spring. But the concept