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Call for an appointment at 833-742-6534

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Funny Conference Calls Video, for those working from home.

Funny Conference Calls Video, for those working from home.

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534 Keep up with Shankland Financial Advisors LLC, and like us on Facebook!Funny Conference Calls Video, for those working from home.Conference calls can be...

Tips for Working From Home

Tips for Working From Home

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534 Keep up with Shankland Financial Advisors LLC, and like us on Facebook!Tips for Working From Home   The global spread of COVID-19, the novel...

Is the IRS Really Calling You? How to Spot an IRS Phone Scam

Is the IRS Really Calling You? How to Spot an IRS Phone Scam

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534 Keep up with Shankland Financial Advisors LLC, and like us on Facebook!Is the IRS Really Calling You? How to Spot an IRS Phone Scam   About a year...

Roth or Traditional: 
Which IRA is right 
for you?

Roth or Traditional: 
Which IRA is right 
for you?

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534 Keep up with Shankland Financial Advisors LLC, and like us on Facebook!Roth or Traditional: 
Which IRA is right 
for you?   Roth or Traditional IRA If...

What Is Dividend Yield?

What Is Dividend Yield?

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534 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...

3 Strategies for Financial Gift Giving

3 Strategies for Financial Gift Giving

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534 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...

Learn to Invest: Your Goals, Objectives, and Investments

Learn to Invest: Your Goals, Objectives, and Investments

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534 Learn to Invest: Your Goals, Objectives, and Investments Are you learning the basics of investing? If so, it might help to think of it as if you were...

There’s only one way to retire: yours

There’s only one way to retire: yours

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534 There's only one way to retire: yoursWe offer solutions, resources, tools, and guidance to help you develop and manage your retirement strategy. And our...

7 Financial Steps For Newlyweds

7 Financial Steps For Newlyweds

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534   Keep up with Shankland Financial Advisors LLC, and like us on Facebook! 7 Financial Steps For Newlyweds   If you’re about to wed, now’s the time to...

How to Alleviate Four Common Fears for Retirees

How to Alleviate Four Common Fears for Retirees

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534   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...

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

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

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534   Avoid Costly Mistakes: IRA & 401(k) Withdrawal Tax Penalties Tax penalties usually occur when taxpayers don’t file returns or extensions or make...

What Baby Boomers Can Do When Volatility Hits Near Retirement

What Baby Boomers Can Do When Volatility Hits Near Retirement

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534 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...

Teaching a Child to Save Money

Teaching a Child to Save Money

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534   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...

What Strategies Create Millionaires?

What Strategies Create Millionaires?

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534   What Strategies Create Millionaires? How do millionaires make their money? Where do they invest? The facts are interesting.In the United States, 11.3...

Grow Your Retirement Savings to Keep Up With Inflation

Grow Your Retirement Savings to Keep Up With Inflation

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534   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...

Retirement Updates: 2019 IRA & 401(k) Contribution Limits

Retirement Updates: 2019 IRA & 401(k) Contribution Limits

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534   Retirement Updates: 2019 IRA & 401(k) Contribution Limits The IRS has announced the new contribution limits for tax-advantaged retirement plans. Find...

How Much Insurance Do You Need?

How Much Insurance Do You Need?

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 833-742-6534  How Much Insurance Do You Need?   When you think of insurance, you may first think of coverage for your auto and home. But have you considered coverage...

The stock market’s severe drop: Normal pullback or an ominous sign?

The stock market’s severe drop: Normal pullback or an ominous sign?

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 828-351-9368   The stock market's severe drop: Normal pullback or an ominous sign?   Last week, it felt like the bottom dropped out of the stock market. The blue-chip...

LOCAL ARTISTS OPEN HOUSE

LOCAL ARTISTS OPEN HOUSE

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 828-351-9368   LOCAL ARTISTS OPEN HOUSE WE INVITE YOU TO A LOCAL ARTISTS OPEN HOUSE SATURDAY DEC 8th FROM 2-4 P.M.HOT CIDER AND COOKIES!Come Join us after the Parade!...

Will Retirement Come Too Soon?

Will Retirement Come Too Soon?

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 828-351-9368 Will Retirement Come Too Soon? Have you considered contingency plans in the event that retirement comes prematurely due to a job loss, an unanticipated...

Earnings Season Flop Leaves a Short List of Stock Market Saviors

Earnings Season Flop Leaves a Short List of Stock Market Saviors

Complimentary Income Mapping and Social Security Maximization Strategies.Call for an appointment at 828-351-9368   Earnings Season Flop Leaves a Short List of Stock Market Saviors Suddenly it seems like everything is a headwind. The Federal Reserve is...

Knowledge: One of YOUR most valuable assets

Knowledge: One of YOUR most valuable assets

Complimentary Income Mapping and Social Security Maximization Strategies. Call for an appointment at 828-351-9368   Knowledge: One of YOUR most valuable assets One of the most important assets an investor can have is knowledge. That is why we give you a wide...

Investing Basics: Planning for Retirement

Investing Basics: Planning for Retirement

Complimentary Income Mapping and Social Security Maximization Strategies. Call for an appointment at 828-351-9368   Investing Basics: Planning for Retirement Retirement may be the largest financial goal you’ll ever have, and you need a plan to get there. In this...

How to Plan Your Own Funeral

How to Plan Your Own Funeral

Complimentary Income Mapping and Social Security Maximization Strategies. Call for an appointment at 828-351-9368   Keep up with Shankland Financial Advisors LLC, and like us on Facebook! How to Plan Your Own Funeral Planning your funeral can save your loved ones...

Wrong-Way Retirement Turns

Wrong-Way Retirement Turns

Complimentary Income Mapping and Social Security Maximization Strategies. Call for an appointment at 828-351-9368   Wrong-Way Retirement Turns   Just as your GPS loses satellite and you guess wrong at a turn, losing direction on your retirement resources can...