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The Basics of Tax Loss Harvesting

You may have heard of tax loss harvesting. Some people harvest losses every year, while others do so only when they have taken significant capital gains or have received more income than expected during a given year (perhaps they sold…

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Holiday Greeting – By the Numbers

A number you’re probably not looking for is 1.5 billion. That’s the number of pounds of pumpkins grown every year. History.com said that’s more than twice the weight of the Empire State Building. Here are a few other interesting…

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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