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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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
A couple become Retirement Plan Detectives, searching records from old employers.