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Why You Shouldn’t Worry about Who the Next President Will Be

Do you know what one of the number one causes of market losses during an election year is? Fear.1 In fact, the uncertainty of the elections can stoke your fears. It may even encourage you to make rash, emotional decisions.1 That can lead to losses, but it doesn’t have...

A “must read” — especially within 5 years of retirement

If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans. You’ll see how powerful these are in a second. The problem is, many people put them off, thinking, “I’ll get to that later...

What was your favorite moment of 2019?

What’s your standout memory of the past year? If you’re like most people, the first thing that comes to mind is something you didn’t do. That’s because most people tend to overlook their accomplishments at the end of a year. We’re not doing that in this month’s Visual...

What to do with your old 401(k), 403(b), 457 plan?

We call them “zombie” plans… The old 401(k), 403(b), or 457 plan that’s practically left for dead, neglected, and untouched with your old employer. What you decide to do with your old “zombie” plan is critical, no matter if you’re still working, recently changed...

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