Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?