Higher taxes and inflation are expected. Here’s what investors should do.
Unprecedented stimulus pushed markets to record highs, but inflation and higher taxes could follow. It's time for investors to rethink their strategies....
July 6, 2021
401(k) Advisor
Michael Francis, JD
Founder
President
Mike started authoring articles as a quarterly feature in the Milwaukee Journal Sentinel back in 1995 and is now regularly published in the Minneapolis Star Tribune. The articles address trends and issues commonly faced by retirement plan participants, providing industry insights from the perspective of a conflict-free, ERISA fiduciary advisor.
A Plan for Retirement Spending
Coming up with an effective plan for spending your hard-earned retirement savings is a complex task. Here are some tips to get started....
April 5, 2021
Take Aim at Fees
The keys to achieving a financially secure retirement are diligent saving, disciplined investing and controlling costs. If you accomplish all three, the chances...
January 25, 2021
Stay on Target
The most frequent investment question 401(k) participants are asking these days is about the upcoming election and its impact on the markets...
October 20, 2020
Help your future self by following these rules for retirement saving
Most of us aren’t interested in holding down a job into our 80s, and nobody wants to be a financial burden on others,...
July 9, 2020
Rise above emotions; stick to a steady savings strategy
Emotions and retirement savings don’t mix very well. We are hardwired to flee from current danger giving little weight to the future. In a...
April 13, 2020