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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Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Calculating your potential Social Security benefit is a three-step process.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.