What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.