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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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.