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Tag: Healthcare

7 Steps to Create a Retirement Income Strategy for 35 Years or More

Part II of our “Have I Saved Enough?” series By Jeff Herman In Part I: “I Have $1 Million in My 401(k). Is That Enough to

I Have $1 Million in My 401(k). Is That Enough to Retire?

Part I of our “Have I Saved Enough?” series By Jeff Herman If you have accumulated $1 million in your 401(k), you have accomplished something

Emotional Decisions in the Heat of the Moment Can Lead to Poor Performance

By Jeff Herman We’re all a little guilty of “balance peeking.” You open your account, check whether the number went up or down, maybe zoom in

You’ve Built the Wealth. Now It’s Time to Maintain the Gain.

By Jeff Herman For decades, you’ve had one primary financial objective: Grow your retirement savings. You contributed to your 401(k). You invested consistently. You weathered

Emotional Investing Can Happen Even When The Market Is Ripping

By Jeff Herman Most investors assume that emotional investing occurs only during market downturns. It doesn’t. In many cases, emotions become even more powerful when markets are performing well. When

Guide | Is Your Retirement Genuinely Diversified?

Fill Out the Form Below. Download Our Guide. Take the Test. This isn’t another investment brochure. It’s a self-assessment designed to help you evaluate the