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Living longer has many benefits, yet it is not without financial challenges. Quantifying life expectancy is a key element of building a holistic financial plan that seeks to solve for longevity risk and happiness in retirement.
Direct indexing is a great way to invest. Especially if you want customization and tax efficiencies.
Learn about pension plans in general and specifically Ford Motor Company's pension plan.
Thinking about an end of year gift? Perhaps you have a new year resolution to be a smarter estate planner? Learn more and understand how you can move money in a tax efficient and legal manner.