Key Takeaways:

The importance of starting a 401(k) early and maximizing employer matches.

Strategies for avoiding lifestyle creep and maintaining financial discipline.

The benefits of tax diversification and flexible retirement planning.

Why permanent life insurance might not be the best investment for young professionals.

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Disclaimer:

This material is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained herein is as of the date of publication, and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained herein should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on this material.