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Crafting Financial Resolutions for a Prosperous New Year
As we usher in a new year, it's an opportune time to reflect on our financial habits and set resolutions that can pave the way for a more...

Brian Rellihan, CFP®, EA, MBA
Dec 27, 20233 min read
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The Upside of Down Markets: Understanding Tax Loss Harvesting
This article delves into the intricacies of tax loss harvesting, its advantages, and the rules that govern its application

Brian Rellihan, CFP®, EA, MBA
Aug 25, 20233 min read
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