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 taught them how to read and how to ride a bike, but have you taught your children how to manage money?
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Is your estate in order? This short quiz may help you assess your overall strategy.