FREE GUIDE ON CREATING A RETIREMENT PLAN

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An Economy on Steroids

Barron’s recently interviewed me about my projections for the S&P 500® Index and the market for 2021. They asked what I thought the stock market would do next year—my “Fearless Forecast” for 2021. In my pre-pandemic 2020 Fearless Forecast, I predicted the Dow Jones Industrial Average® would reach 31,000, which actually happened. So, what did I say to Barron’s? The title of this article should give you an idea.

If you’ve been reading this blog or listening to my radio show,

Are You Undermining Your Own Investment Strategies? Avoid My Seven Deadly Sins of Investing

As humans we are all fallible, but that doesn’t mean we shouldn’t do what we can to avoid making mistakes, especially when it comes to our investment strategies. To help protect you against unintentionally risking your investments, I suggest you avoid these seven deadly—and common— “sins” of investing.

  1. Emotion. It may seem obvious, but I firmly believe investment decisions should only be driven by business factors. Still, I see people buying and selling based on how they feel about particular investments and/or the market.

Retiring Soon? Try These 7 Tips for Managing Your 401(k) Plan

As you approach retirement, I believe it’s more important than ever to get the most out of your 401(k) plan. Here are my seven tips to help maximize your savings.

  1. Contribute to your plan. Many financial companies will encourage you to contribute 15 percent of your income to your 401(k) every year. But if you didn’t start contributing when you first had the opportunity, you probably need to make up for some lost ground.

Three Investments for a Happy Retirement

When planning for retirement, there are three important investments I believe you can make to have happy retirement—and they may not be on your list yet.

  1. Money. This investment probably is on your list. Of course you’ll need enough money to last as long as you do, but interestingly enough, that’s not the amount that typically makes people happy. According to a Pennsylvania State University sociological study, making more money than your peers brings happiness.

What to Know Before Becoming the Executor of a Will

Have you been asked to be the executor of a will? Or are you preparing your own estate plan and selecting an executor for your will? Before making either of these decisions, I think it is important to understand the responsibilities and risks involved.

An executor is the person named in a will to carry out the wishes of the deceased. They are responsible for taking the will through the probate process. Upon the decedent’s death,