Retired couple harvesting
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Tax-Loss Harvesting

A useful year-end move to counteract capital gains. Provided by Larry F. Rose Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments with a…

Investment advisor with couple
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How to Choose the Right Investment Advisor

With the proliferation of investment and personal finance websites, investors have access to a boundless number of resources and tools once only available to financial professionals. And, while an increasing number of investors consider themselves to be at least somewhat self-directed in their investment decisions, the ever expanding world of investments and the increasing complexity…

Retired couple on the beach with their dog
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Developing a Realizable Vision for Retirement

By Richard Atkinson You can make the difficult transition into retirement easier by exploring your expectations and desires. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass all your expectations. What life lessons would you share with the world if you had just months to live?…