Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
It's easy to let investments accumulate like old receipts in a junk drawer.