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Tax planning isn’t something that should only happen when filing season rolls around. [...]
Elections and Investments: Facts Over Fear Wondering how the presidential election might impact your [...]
By: Jeff Bernier, CFP®, ChFC, CFS During your investing journey, you'll inevitably face periods [...]
By: Jeff Bernier, CFP®, ChFC, CFS Jason Zweig of the Wall Street Journal once said that [...]