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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Estimate how much income may be needed at retirement to maintain your standard of living.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.