Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.