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    Investing (6)94 Articles

    Tue, Feb 6, 2024

    Could an In-Service Distribution Be a Good Idea for You?

    You might not have to wait until you’re retired to start withdrawing funds from your employer-sponsored retirement account. Is it a smart idea? Discover the potential benefits and drawbacks.

    Tue, Jan 30, 2024

    The Surprising Truth About the S&P 500 and the “Magnificent 7” in 2024

    Many investors use the S&P 500 as a shorthand for market performance. But is it an accurate picture of the US stock market overall? Or just a few top massive companies?
    Young girl in small house

    Tue, Jan 16, 2024

    Should I Pay Off My Mortgage Early or Invest More for Retirement?

    Extra money certainly isn’t the worst problem to have. But when you have a new lump sum, or extra wiggle room in your budget, you’re faced with tough choices – especially if you have a mortgage. Is it smarter to invest your extra cash, or pay down your debt?
    A line of people with their arms outstretched and their eyes closed

    Tue, Jan 9, 2024

    Could Your Health Savings Account Boost Your Retirement Readiness?

    Most people who have a health savings account, or HSA, use it to save money for medical care. The power of an HSA surprisingly goes way beyond taking care of your physical health – it could be the one of the strongest moves for your financial health, too.

    Couple talking with a wealth advisor

    Tue, Jan 2, 2024

    2024 Wealth Planning Guide: Your Month-by-Month Checklists

    Financial checklists, deadlines to mark in your calendar, and monthly tasks – this guide is designed to make wealth planning easier in 2024.
    Autumn leaves frame the front of the Treasury Building.

    Tue, Dec 26, 2023

    How Has the Stock Market Performed During Recessions? You Might Be Surprised

    You might be surprised to learn that there’s no clear pattern of whether stocks go up or down in recessions, even though the headlines tell you otherwise. But there IS one virtual certainty. Read on to discover this surprising insight – and what it means to investors like you.

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