The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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What if instead of buying that vacation home, you invested the money?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.