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 you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A change in your mindset during retirement may drive changes to your portfolio.