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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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Key questions to answer when you are considering retirement.