Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.