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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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.