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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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Comparing Investments

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is a 1035 Exchange?

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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Forecast

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This short video helps explain why markets can be as unpredictable as the weather.