The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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This calculator shows how inflation over the years has impacted purchasing power.
As health care progresses, people are living longer, which means your retirement could last 30 years or more. Are you financially prepared? Regardless of your age or retirement goals, the best time to start saving is now. Call me to discuss the steps you can take to establish your nest egg.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.