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 right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The second iteration of the SECURE Act brings forward several changes to the world of retirement.