Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Tax preparation may be the perfect time to give the household budget a check-up.