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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

 

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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Tax-Loss Harvesting: A Tax Strategy to Consider

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.