Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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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 for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.