Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.