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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The federal government requires deceased individuals to file a final income tax return.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.