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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Good employee health can be great for the company’s bottom line.
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.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.