The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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How Interest Rates Affect Everything
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Leveraging Whole Life to Pass on Wealth
Using whole life to transfer wealth when it comes to paying estate taxes