It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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One of the most common questions people ask about Social Security is when they should start taking benefits.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.