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How do required minimum distributions work?
After decades of being told to save for retirement in tax-deferred 401(k), 403(b) plans and IRAs—and not to touch that money—it may seem odd being forced to...
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)
Multi-year guaranteed annuities (MYGAs) and certificates of deposit (CDs) are two solutions that help protect your money while providing the opportunity to...
4th Quarter 2023 Market Outlook: Entering the turn
The Fed intends to keep interest rates higher for longer, and that stress of higher interest rates is beginning to take its toll on the economy.
3rd Quarter 2023 Market Review: Slower growth and a hawkish Fed spur volatility
Take a look at what drove the S&P 500 to its first negative quarter in a year after three straight quarters of positive returns.
How to make financial decisions that reflect your values
When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...
September 2023 Market Update: Stocks stumble
The U.S. economy has remained resilient, fueled by strength in the labor market and solid consumer spending. However, debate continues about the likelihood and...