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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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Estimate how much of your Social Security benefit may be considered taxable.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.