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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Bucket lists don’t have to be for tomorrow.