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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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.