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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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Americans are saving more these days.1 Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.