The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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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.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Investors seeking world investments can choose between global and international funds. What's the difference?