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A global pandemic gave reason to pause on our physical wellness, but often overlooked and equally important is financial wellness.
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Value stocks may have strong appeal during the economic recovery since they performed well during the last two recessions.
Every year, the IRS announces cost-of-living adjustments that directly affect retirement plans. Here are a few of the key adjustments for 2021.
A coordinated effort among retail investors created extreme volatility causing stocks in each of the benchmark indexes to lose value.
Many retirement plan limits are indexed for inflation each year. While some remain unchanged for 2021, others have increased.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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Redwood Credit Union serves anyone living, working or owning a business in California’s Northern Bay Area, which includes the counties of Sonoma, Marin, Napa, Mendocino, Lake, San Francisco, Contra Costa and Solano. We look forward to serving you!
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Every year, the IRS announces cost-of-living adjustments that directly affect retirement plans. Here are a few of the key adjustments for 2021.