Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
While diversification doesn’t guarantee against loss, it is often a successful long-term strategy.