Author: Shawn D. Wall

When you retire, you’ve learned a lot about all sorts of things, helping you avoid some of the mistakes you made earlier in life. However, you may still be susceptible to financial missteps specifically related to your retirement years. . . Read More

When you retire, can you afford to help your loved ones? This issue is certainly on the minds of many retirees. Consider this: Seven in 10 retirees say they are willing to offer financial support to their families, even if it could jeopardize their . . . Read More

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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 focus somewhat from building these investments . . . Read More

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 took for granted. . . Read More

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. . . Read More

The health aspect of the coronavirus affects everyone – we’re all concerned about our well-being and those of our loved ones and communities. However, the economic impact may vary among different age groups – and if you’re retired or about to retire, you might have some special concerns about starting to draw income from your investments when the financial markets are down. . . Read More

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. . . Read More

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. . . Read More

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? . . Read More

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: Selling investments and moving to cash when stocks are predicted to drop – If you follow the financial news on cable TV or the internet, you’re eventually bound to discover some “experts” who are predicting imminent, huge drops in the stock market. . . Read More

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. . . Read More

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. . . Read More

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. . . Read More

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. . . Read More