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?
Have A Question About This Topic?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
It's easy to let investments accumulate like old receipts in a junk drawer.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.