How does your ideal retirement differ from reality, and what can we do to better align the two?
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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.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.