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. . . Read More

You’ll always want to base your investment decisions on your own needs and goals. But there may be times when you might consider adjusting your portfolio because of risks and opportunities. . . Read More

When your children leave home and you become an “empty nester,” you’ll probably make several adjustments in your lifestyle. But how will your empty nest status affect your financial situation? Everyone’s story is different, involving a range of variables. . . Read More

Upon retiring, many people relocate to enjoy a more favorable climate, or to be closer to grown children, or to live in an area they’ve visited and enjoyed. If you, too, are thinking of moving someday, you’ll want to study possible locations, but you also need to be aware that where you eventually decide to live can greatly affect your savings and investment strategies – both now and during your retirement. . . Read More

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. . . Read More

June is a popular month for weddings. If you are planning on tying the knot this month, it’s an exciting time, but be aware that being married might affect you in unexpected ways – including the way you invest. . . Read More

A few generations ago, it was not uncommon for workers to stick with a single job for their whole careers. But for many of us today, frequent job changes are a fact of life: The average employee tenure is just over four years, according to the Bureau of Labor Statistics. . . Read More