Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Tax preparation may be the perfect time to give the household budget a check-up.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.