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A Public Benefit Corporation
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Join date: Jan 18, 2019
Posts (39)
Oct 31, 2023 ∙ 2 min
What To Do Before Year End
You have two months to close out 2023. Here are the easiest things to focus on to end the year strong. CASH If you have more than $30,000...
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Aug 21, 2023 ∙ 3 min
The Importance Of Being Aggressive In Your Roth IRA
Issue: Roth IRA Strategy Lacks Punch If you apply the same strategy in your Roth IRA as you do in your other investment accounts, you're...
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Apr 6, 2023 ∙ 6 min
Is It Time To Ditch Bonds In Your Taxable Investment Account?
The short answer is yeah, probably. The better answer is yeah, probably, but there's some nuance to this so let's pump the brakes so...
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Greg Lessard, CFP®, CRPC®
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