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Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.