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Don’t Sleep on Tax Management: Talk to Your Advisor this Summer

“Tax management in July? Sounds like fun!” said no one…EVER! But that doesn’t mean a mid-year tax review is a bad idea. In fact, the key to effective tax planning is to anticipate. Lots of things happen during the course of the year that can impact...

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Year-End Financial Planning: 5 Strategies to Help Avoid Financial Landmines

Are you making the best decisions possible before heading into the new year? Find out. This guide highlights some of the most important financial strategies to consider before year-end, helping you to maximize your financial situation and minimize lost opportunities.

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