To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Estimate how much income may be needed at retirement to maintain your standard of living.