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Do You Know Someone Who Needs A Second Opinion?

When we face life’s tough decisions, such as a career move, relocation, or medical treatment, we usually conduct research and gather information to help make an educated choice. Sometimes, we look to trusted mentors, family, friends, or even the Internet to make the most informed decisions.

 

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5 Unexpected Threats to Your Retirement Plan

When we think of a threat, our minds often go to the worst-case scenario. We think of a personal tragedy, a natural disaster, a recession wiping out our retirement savings, or other circumstances outside of our control. But a threat is simply something likely to cause damage. Looking at it that way, it’s clear that there are many little-known and often ignored threats that could cause you to lose what you have diligently worked for. Here are five unexpected threats to your retirement plan and tips to overcome them: 

 

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What To Do When the Market is Up

Regardless of whether you are an avid reader of Market Watch or just tune in to the nightly news every now and then, you know that 2017 was a banner year for stocks. In fact, both the Dow Jones and the S&P 500 celebrated the launch of 2018 by reaching record highs1 and until the beginning of February 2018, we were experiencing the second-longest bull market since 1929. 

 

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Do You Understand Your Emotions About Money?

When it comes to making financial decisions, whether that’s buying a new TV or investing an inheritance, most of us know the wise thing to do. We know not to spend more than we have, to stay disciplined when the markets go haywire, and to set aside funds for a rainy day. But just because our brains know the right thing to do, our emotions often make the decisions for us. If you’ve ever had buyer’s remorse after making a big purchase or avoided making a budget, you know firsthand how much of a role emotions play in our financial lives. Psychologists refer to these emotions and beliefs we hold about money as “money scripts.”1

 

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