With the arrival of the New Year, many of us will pause and ponder the age-old question: “Who knows where the time goes?” And, as is always the case, none of us really do know. . . Read More
To help achieve your long-term goals, such as a comfortable retirement, you should save and invest regularly. But that’s only part of the picture. You also need to protect your financial assets in various ways. . . Read More
You may spend decades contributing to your IRA and 401(k). But, eventually, you’ll need to use this money. Before that day arrives, you’ll want to be familiar with the rules governing withdrawals – and you’ll want to know just how much you . . . Read More
As you know, we’ve been enjoying a long period of steadily rising stock prices. Of course, this bull market won’t last forever – and when it does start losing steam, you, as an investor, need to be prepared. . . Read More
Thanksgiving is almost here. Ideally, this day should be about more than football and the imminent arrival of Black Friday mega-sales. After all, the spirit of the holiday invites us to be grateful for what we have and for the presence of our loved . . . Read More
Halloween is almost upon us. Of course, on Halloween night, you may see a parade of monsters, demons, Transformers and other frightening individuals stopping by your house, exercising their right to demand candy. . . Read More
Columbus Day is observed on October 9. And while it may be true that Leif Erikson and the Vikings beat Columbus to the New World, Columbus Day nonetheless remains important in the public eye, signifying themes such as exploration and discovery. . . Read More
If you want to enjoy a comfortable retirement lifestyle, you don’t need to have been born rich or even to have earned scads of money during your working years. But you do need to make the right moves at the right time – which means you might want . . . Read More
Next week, we observe Labor Day, a celebration of the American worker. You work hard your whole life with the hope that your efforts will ultimately allow you to achieve your financial goals, such as a comfortable retirement. . . Read More
You have probably heard that diversification is a key to investment success. So, you might think that if diversifying your investments is a good idea, it might also be wise to diversify your investment providers – after all, aren’t two (or more) . . . 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 . . . Read More
Next week, the 2017 Major League Baseball All-Star Game will be held in Marlins Park in Miami. If you’re a baseball fan, you may tune in to admire the skills and grace of the players. . . Read More
We’re getting close to the Fourth of July, when we celebrate the freedoms we enjoy in this country. The U.S. constitution grants us many of these liberties, but we have to earn others – such as our financial freedom. . . Read More
It’s summer again – time for many of us to take a break and possibly hit the open road. But even if you go on vacation, you won’t want your investments to do the same – in summertime or any other season. . . Read More
If you’re a certain age, or getting close to it, you might hear something like this: “Now that you’re older, you need to invest more conservatively.” But what exactly does this mean? . . Read More
May is National Physical Fitness and Sports Month. If you can exercise regularly, you’ll help yourself feel better, control your weight and even reduce the chances of developing certain diseases. But why not extend the concept of “fitness” to . . . Read More
Over time, you will run into various suggestions for investing successfully. Yet upon closer inspection, many of these ideas turn out to be “myths” – which could cause you trouble if you treat them as solid advice. . . Read More
High debt levels … lack of savings … the inability to budget – these problems all have several causes, but one of them is almost certainly financial illiteracy. Too many of us just never developed the money management skills necessary to cope . . . Read More
Don’t worry too much if you haven’t heard, but April is National Stress Awareness Month. Of course, stress can present emotional and physical challenges to all of us, but if you belong to the “sandwich generation” – that is, you may be caring . . . Read More
Shawn graduated from Ball State University in 1991 with a degree in finance. He started building his practice with Edward Jones in Waynedale. He has been in the same location since 1992 continuing to build relationships on hard work and the desire . . . Read More
When you retire, some of your expenses may go down – but health care is not likely to be one of them. In fact, your health care costs during retirement may well increase, so you may want to plan for these costs well before you leave the work force. . . Read More
It’s tax time again – which for many Americans means that a tax refund is on its way. If you’re going to get a refund this year, how can you use the money to your best advantage? . . Read More
If you are a “millennial” – a member of the age cohort born anywhere from the early 1980s to the late 1990s – then you’re still in the early chapters of your career, so it may be a stretch for you to envision the end of it. . . Read More
Are you a “do-it-yourselfer”? If you can take care of home repairs, lawn work and other types of maintenance by yourself, you’ll save money and probably gain satisfaction. But you will almost certainly need some help in other areas of your life . . . Read More