The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.