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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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.