The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.