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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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
This worksheet can help you estimate the costs of a four-year college program.