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The Retirement Trainer

Jun 25, 2020

Market volatility is real, and we’ve seen it in full force this year. On multiple occasions, we’ve seen markets swing over 6 percent in just one day of trading. Things are changing minute by minute, and the COVID-19 crisis has created a pattern of ongoing economic and political unrest that we’re unlikely to emerge...


Jun 11, 2020

If you and your spouse have worked multiple jobs over the course of your life, you may have old 401(k) plans with former employers scattered all over the place. In fact, we’ve worked with clients with over a dozen plans sitting around that haven’t been seen, updated, or touched at all in years - or even...