The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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Determine your potential long-term care needs and how long your current assets might last.
Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.