Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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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.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
It's easy to let investments accumulate like old receipts in a junk drawer.