How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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What Is a 1035 Exchange?

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.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.