Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.