Hardit Chaudhary
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. PO Box 64284, St. Paul, MN 55164 (800)800-2638
Newsletters
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.