We do the work that takes away the worry...

Financial Tips and News

How to Alleviate Four Common Fears for Retirees

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

Read More »

Avoid Costly Mistakes: IRA & 401(k) Withdrawal Tax Penalties

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

Read More »

What Baby Boomers Can Do When Volatility Hits Near Retirement

In 2011, the first of the baby boomers reached retirement age. And according to the Social Security Administration, about 10,000 Americans turn 65 each day. That’s a lot of baby boomer retirement, as well as a lot of concern among retiring boomers about the impact of volatility on their retirement

Read More »

Talking About Life Insurance: What It Can Do for You

Complimentary Income Mapping and Social Security Maximization Strategies. Call for an appointment at 833-742-6534 Talking About Life Insurance: What It Can Do for You Talking about life insurance may not be at the top of your “Things I Love to Do” list, but you may be surprised by the peace

Read More »

Teaching a Child to Save Money

An interesting read on how one person taught his children about money: “As a small child, my parents would talk to me about saving money but no strategy complemented the narrative, making the end result more coercive than cooperative. When my own children reached ages 5 or 6, I embraced

Read More »

What Strategies Create Millionaires?

How do millionaires make their money? Where do they invest? The facts are interesting. In the United States, 11.3 million people are worth $1 million – $5 million. Another 1.3 million are worth $5 million – $10 million. The majority of these people invest their assets in ordinary places: 44%

Read More »

Small Business 401(k): Helping You and Your Employees Save More For the Future

Complimentary Income Mapping and Social Security Maximization Strategies. Call for an appointment at 833-742-65 Small Business 401(k): Helping You and Your Employees Save More For the Future [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section bb_built=”1″ _builder_version=”3.0.47″ prev_background_color=”#000000″][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″][et_pb_image src=”https://shanklandfinancial.com/sf/wp-content/uploads/2019/02/Shankland-Financial-bakery.jpg” _builder_version=”3.19.12″ /][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″][et_pb_text _builder_version=”3.19.12″ text_font_size=”19px” text_orientation=”center”] Key Takeaways It’s

Read More »

Grow Your Retirement Savings to Keep Up With Inflation

Most of us probably strived for better-than-average grades at school and better-than-average salaries at work. That being the case, it’s kind of surprising that so many investors seem to be comfortable having “average” retirement savings for their age. Unfortunately, if your savings are just “average,” they probably aren’t going to

Read More »