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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
It sounds simple, but paying yourself first can really pay off.