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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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
The examples of famous celebrities underline the need for a clear estate strategy.