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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Understanding the types of extended care services—and what those services could cost—may be critical.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.