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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.