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
John Piershale, CFP®, AEP®
Oct 14, 20243 min read
2024 Year End Tax Ideas
As we approach the end of the year, it's time to review tax strategies that could benefit your financial situation. While not an...
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John Piershale, CFP®, AEP®
Nov 5, 20223 min read
Tax-Loss Harvesting: Using Losses to Your Advantage
It's always important to reduce taxes, and one way that may help is a process called tax-loss harvesting. This involves selling...
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