Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.