Abraham Lincoln statue at the Lincoln Memorial

Financial Solutions that make sense!

2764 Chateau Circle
Columbus, OH 43221

Phone:

614-578-9662

Fax:

614-324-3201

E-mail:

financialsolutions@shawnswanson.com

Smiling bald man in a patterned blazer leaning on a table

Headquartered in Columbus, Ohio and serving federal employees throughout multiple states, Shawn Swanson provides retirement planning preparedness and financial consulting with a specialty in serving the retirement preparedness and financial needs of employees of the United States Federal Government and their families.

Shawn provides assistance with a variety of financial planning concerns including issues related to Thrift Savings Plan, FEGLI, FERS, CSRS benefits and overall retirement preparedness. Shawn's unique combination of education and experience provides federal employees with access to a financial consultant with specific training, experience and resources that can be tailored to individual financial situations.

Newsletters

Name: WRP Investments Inc.
Address: 2005 W Lane Ave, Columbus, OH, 43221, US
Telephone: 614-578-9662

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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