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Values-Based Financial Planning

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<p>What Is a 1035 Exchange?</p>

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.
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<p>From Boats to Brokers</p>

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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<p>The ABCs of Zero Coupon Bonds</p>

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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