18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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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.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.