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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Bucket lists don’t have to be for tomorrow.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.