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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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.
A windfall from a loved one can be both rewarding and complicated.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."