Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The examples of famous celebrities underline the need for a clear estate strategy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.