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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It may help your business be better prepared in the event of the death of a principal or key employee.
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.