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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Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....
When it comes to retirement, some people can quit working and fall immediately into good money habits that they’ve practiced for years.
Second marriages are a trigger event to revisit any existing estate strategies.