It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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Using smart management to get more of what you want and free up assets to invest.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.