Adam Shell
Adam Shell is a veteran financial journalist who covers retirement, personal finance, financial markets, and Wall Street. He has written for USA Today, Investor's Business Daily and other publications.
Latest articles by Adam Shell
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Stock Market Winners and Losers of the 'Big, Beautiful' BillDefense, manufacturing and tech should prosper, while health care and green energy stocks face hurdles.
By Adam Shell
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Ways A Government Shutdown Could Disrupt TravelA look at how a government shutdown could disrupt travel plans, which would have a great impact the longer a shutdown goes on.
By Adam Shell
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Five Ways to Cash In On the $6,000 'Senior Bonus' DeductionTaxpayers age 65 and older might be able to benefit from a $6,000 'senior bonus' deduction in the next four tax years. Here are five ways to make it pay.
By Adam Shell
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The 'Sequence of Returns' Risk Could Shrink Your Retirement Nest EggThis little-known risk of a down market can damage your portfolio. Here's how to prevent it.
By Adam Shell
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Choose a Beneficiary for Your Estate Plan: It's Not 'Duck, Duck, Goose'Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid.
By Adam Shell
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National 401(k) Day: Do You Know How You Measure Up?National 401(k) Day is a great opportunity to review your portfolio. Because "If you don’t know where you are going, you’ll end up someplace else."
By Adam Shell
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What Is a Living Trust?A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
By Adam Shell
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Don't Let a "Clunker" Fund Drag Down Your 401(k)401(k) lineups are loaded with overpriced, underperforming fund options. Here's how you can dump the clunkers.
By Adam Shell
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How to Invest as the AI Industry Grows UpHere’s where to find the winners as artificial intelligence transitions from an emerging technology to an adolescent one.
By Adam Shell
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This 401(k) Withdrawal Snafu Could Knock Your Portfolio off CourseFew financial advisers have heard of this 401(k) withdrawal issue. Here's how to safeguard your portfolio.
By Adam Shell
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Do You Need a Family Office? Four Signs for the Very WealthyYou may need a family office if you are a high-net-worth individual, because "being wealthy turns a family into a family business."
By Adam Shell
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Stress Test Your Retirement Plan: Because Life HappensThe higher your stress test score, the more likely your retirement plan will hold steady in a crisis.
By Adam Shell
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How to Open a 401(k): Five Rules to FollowWhether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps.
By Adam Shell
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Read This to Understand Corporate Earnings BetterThis handy guide will help you understand some of the jargon in corporate earnings reports and why it is important for investors to know.
By Adam Shell
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The Role of the Dollar in Your Retirement: Is It Secure?Protect your retirement from de-dollarization, because “capital always goes where it is treated best."
By Adam Shell
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Create a Family Dynasty for Lasting SecurityThe super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace those strategies.
By Adam Shell
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401(k) Plans: What You Know Now Could Save You LaterAre 401(k) plans really worth it? Here's how they work and the five advantages of owning a plan. Your older self will thank you for investing in one.
By Adam Shell
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How to Roll Over a 401(k) Into an IRAPlanning to roll over a 401(k) into an IRA? There are tax and flexibility advantages. But tread carefully.
By Adam Shell
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Wills Gone Wild: How to Avoid Estate Planning DisastersThese wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs.
By Adam Shell
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Could ESG Funds be Removed from Your 401(k) Plan?A pilot successfully sued American Airlines for including ESG factors in its 401(k) plan.
By Adam Shell
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Are Investment Fees Putting Your Retirement at Risk?Sneaky investment fees may delay your retirement by four years if you're not careful. Here's how to spot and rein in those fees.
By Adam Shell
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Gen X Retirement Is in Trouble: Here's What You Can DoEven as they approach retirement age, half of Gen Xers have not done any retirement planning.
By Adam Shell
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Pension vs 401(k) Plans: Which is Better?Choosing a pension vs 401(k) plan can be tricky. Here, we provide questions to ask to help guide you in your retirement planning.
By Adam Shell
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Five Ways the Election Could Change Your RetirementFrom taxes to Social Security and beyond, the election could change your retirement depending on which candidate wins. Who takes the House and Senate also matters.
By Adam Shell
