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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Business owners may be able to protect themselves from the financial consequences of losing a key employee.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.