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’ll always want to base your investment decisions on your own needs and goals. But there may be times when

When your children leave home and you become an “empty nester,” you’ll probably make several adjustments in your lifestyle. But

Upon retiring, many people relocate to enjoy a more favorable climate, or to be closer to grown children, or to

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

June is a popular month for weddings. If you are planning on tying the knot this month, it’s an exciting

A few generations ago, it was not uncommon for workers to stick with a single job for their whole careers.

Not all investments are created equal. Some are better suited for short-term goals, while others can help you build resources

Tax Season is finally over. Of course, how much you pay in taxes depends on a variety of factors, many

If you’re in your twenties or thirties, you might be starting to focus more on investing to reach your financial

The days are longer and the temperatures are warmer – so it must be spring. For many of us, that

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

If you could accomplish all your financial goals just by putting your paycheck into the bank every couple of weeks,

Like everyone, you want to enjoy a comfortable lifestyle when you retire. But a successful retirement doesn’t just happen –

On February 4, the eyes of most of the country – and much of the rest of the world –

With the arrival of the New Year, many of us will pause and ponder the age-old question: “Who knows where

To help achieve your long-term goals, such as a comfortable retirement, you should save and invest regularly. But that’s only

You may spend decades contributing to your IRA and 401(k). But, eventually, you’ll need to use this money. Before that

As you know, we’ve been enjoying a long period of steadily rising stock prices. Of course, this bull market won’t

Thanksgiving is almost here. Ideally, this day should be about more than football and the imminent arrival of Black Friday

Halloween is almost upon us. Of course, on Halloween night, you may see a parade of monsters, demons, Transformers and

When you create your financial and investment strategies for retirement, what will you need to know? In other words, what

Columbus Day is observed on October 9. And while it may be true that Leif Erikson and the Vikings beat

If you want to enjoy a comfortable retirement lifestyle, you don’t need to have been born rich or even to

Next week, we observe Labor Day, a celebration of the American worker. You work hard your whole life with the

You have probably heard that diversification is a key to investment success. So, you might think that if diversifying your

When your children leave home and you become an “empty nester,” you’ll probably make several adjustments in your lifestyle. But

Next week, the 2017 Major League Baseball All-Star Game will be held in Marlins Park in Miami. If you’re a

We’re getting close to the Fourth of July, when we celebrate the freedoms we enjoy in this country. The U.S.

It’s summer again – time for many of us to take a break and possibly hit the open road. But