An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.