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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This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?