Financial Tips and News

About a year ago, Alex Reffett got a call from someone saying he owed thousands of dollars in taxes. The person gave him a bank account where he could wire the money, and Reffett said would go to the bank to complete the transfer. But when he began showing some

Roth or Traditional IRA If you’re looking for a tax-advantaged way to save for retirement, two good options are the Traditional IRA and a Roth IRA. Each have their unique advantages, and the one you choose will largely depend on your earnings needs and circumstances. To help you get started,

What Is Dividend Yield? Let’s say you plant a tree in your yard to add beauty to your view and value to your home. And maybe you choose a tree that bears fruit to give you an epicurean delight in addition to that beauty and value. In other words, certain

3 Strategies for Financial Gift Giving Some people can come up with incredible gift ideas effortlessly, while others rack their brains trying to come up with the perfect gift for loved ones. If you’re ever strapped for a meaningful gift idea, consider stocks or another investment. Giving someone shares of a

Learn to Invest: Your Goals, Objectives, and Investments [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.22″ custom_padding=”0px|||||”][et_pb_row column_structure=”3_4,1_4″ _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”https://shanklandfinancial.com/sf/wp-content/uploads/2019/10/Shankland-investing.jpg” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”3.29.3″ always_center_on_mobile=”on”][/et_pb_image][et_pb_text _builder_version=”3.29.3″ text_text_color=”#000000″ text_font_size=”19px”] Are you learning the basics of investing? If so, it might help to think of it as if you were

We offer solutions, resources, tools, and guidance to help you develop and manage your retirement strategy. And our knowledgeable representatives will be here every step of the way to help you plan your journey towards your financial future, so you can relax and focus on today. Give us a call

7 Financial Steps For Newlyweds If you’re about to wed, now’s the time to discuss your finances in marriage. It’s among the most important conversations the two of you will have as you embark on your lifelong journey together. “When it comes to money and marriage, you want to be

After working and planning for years, the sweet stuff of retirement is supposed to follow. However, even after long-term planning, there can still be some concerns about retirement. You never know what the future may bring, especially when it comes to stagnant markets or even corrections. That doesn’t have to

After a decade without cutting interest rates, the Fed announced a quarter-point easing Wednesday and also ended its balance sheet reduction program earlier than expected.  However, stocks fell sharply after the decision, possibly because in its post-meeting statement and press conference, the Fed didn’t indicate any real intention of more

Tax penalties usually occur when taxpayers don’t file returns or extensions or make other errors that raise red flags with the Internal Revenue Service (IRS). But retirement accounts can also be subject to tax penalties if investors make mistakes. Christine Russell, senior manager of retirement and annuities at TD Ameritrade, likens