Rightsizing for Retirement
What does your home really cost?
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.