Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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For much of our lives, our parents are the ones who have to bring up uncomfortable topics. (Just think back — and squirm — to their birds and bees talk. Awkward, right?) But once we become adults, sometimes it’s our turn to start sensitive conversations.
Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?