How does your ideal retirement differ from reality, and what can we do to better align the two?
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Four vacation destinations you might never have thought of.
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.