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Among financial challenges, Americans say inflation hurts worst
New survey reveals three-quarters feeling the pinch from higher prices, with economic uncertainty impacting tax refunds and spending plans.
How tax refunds can kickstart clients’ retirement plans
There are many ways for clients to make sound investment decisions with their tax refunds, but it's important to understand their entire financial picture before giving advice.
Equitable, American Century prepare for SECURE 2.0 with new retirement tools
Equitable's new program is aimed at the micro 401(k) market, while American Century launched a product to help select guaranteed income products for plans.
Equitable settles with SEC for $50 million over misleading annuity statements
The SEC said Equitable had provided false statements to 1.4 million variable annuity customers, most of whom were teachers or other public school employees.
