Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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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.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.