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Capital Gains Tax When Selling Your Home

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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.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.