The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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The second iteration of the SECURE Act brings forward several changes to the world of retirement.
It’s never a bad time to speak with your financial professional about changes in your situation.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.