Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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It sounds simple, but paying yourself first can really pay off.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.